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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 | $36,028 | $82,678-56.4% | $125,391-71.3% | $68,490-47.4% |
| Participation rate | 83.3% | 75.1%+8.3pp | 82.4%+0.9pp | 67.9%+15.4pp |
| Annual return | -16.48% | -5.97%-10.5pp | 572.41%-588.9pp | -7.85%-8.6pp |
| Employer contribution / active EE | $9,242 | $3,382+173.2% | $4,816+91.9% | $2,597+255.9% |
| Participant deferral / active EE | $14,034 | $6,111+129.6% | $7,448+88.4% | $4,028+248.4% |
| Admin fee / account holder | $5,170 | $6,277-17.6% | $10,009-48.3% | $5,403-4.3% |