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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,632 | $49,177-21.4% | $79,467-51.4% | $64,173-39.8% |
| Participation rate | 96.2% | 65.0%+31.1pp | 73.3%+22.8pp | 69.6%+26.6pp |
| Annual return | -7.89% | -1.16%-6.7pp | 718.30%-726.2pp | 7.63%-15.5pp |
| Employer contribution / active EE | $3,477 | $2,076+67.5% | $2,800+24.2% | $2,381+46.0% |
| Participant deferral / active EE | $5,422 | $2,821+92.2% | $3,704+46.4% | $3,470+56.3% |
| Admin fee / account holder | $2,565 | $3,839-33.2% | $5,104-49.7% | $4,887-47.5% |