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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 | $38,883 | $75,962-48.8% | $154,108-74.8% | $64,173-39.4% |
| Participation rate | 97.0% | 70.4%+26.6pp | 83.0%+13.9pp | 69.6%+27.4pp |
| Annual return | -7.24% | 30.32%-37.6pp | 735.21%-742.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $6,574 | $3,350+96.2% | $5,298+24.1% | $2,381+176.1% |
| Participant deferral / active EE | $3,808 | $3,175+19.9% | $5,081-25.1% | $3,470+9.7% |
| Admin fee / account holder | $3,284 | $5,589-41.2% | $13,411-75.5% | $4,887-32.8% |