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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 | $47,649 | $82,674-42.4% | $125,381-62.0% | $68,486-30.4% |
| Participation rate | 97.0% | 75.1%+21.9pp | 82.4%+14.6pp | 67.9%+29.1pp |
| Annual return | -18.85% | -5.97%-12.9pp | 572.31%-591.2pp | -7.85%-11.0pp |
| Employer contribution / active EE | $6,385 | $3,382+88.8% | $4,815+32.6% | $2,597+145.9% |
| Participant deferral / active EE | $6,004 | $6,111-1.7% | $7,448-19.4% | $4,028+49.1% |
| Admin fee / account holder | $7,480 | $6,277+19.2% | $10,007-25.3% | $5,404+38.4% |