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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 | $40,056 | $82,678-51.6% | $125,391-68.1% | $68,490-41.5% |
| Participation rate | 96.9% | 75.1%+21.8pp | 82.4%+14.5pp | 67.9%+29.0pp |
| Annual return | -12.09% | -5.97%-6.1pp | 572.41%-584.5pp | -7.85%-4.2pp |
| Employer contribution / active EE | $4,067 | $3,382+20.2% | $4,816-15.5% | $2,597+56.6% |
| Participant deferral / active EE | $9,235 | $6,111+51.1% | $7,448+24.0% | $4,028+129.3% |
| Admin fee / account holder | $544 | $6,277-91.3% | $10,009-94.6% | $5,403-89.9% |