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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 | $29,511 | $69,012-57.2% | $160,009-81.6% | $68,486-56.9% |
| Participation rate | 96.9% | 65.4%+31.5pp | 78.0%+18.9pp | 67.9%+29.0pp |
| Annual return | -16.65% | -9.65%-7.0pp | 408.85%-425.5pp | -7.85%-8.8pp |
| Employer contribution / active EE | $1,111 | $2,212-49.8% | $4,225-73.7% | $2,597-57.2% |
| Participant deferral / active EE | $3,187 | $4,212-24.3% | $6,183-48.5% | $4,028-20.9% |
| Admin fee / account holder | $4,061 | $4,798-15.4% | $8,715-53.4% | $5,404-24.8% |