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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 | $20,258 | $82,674-75.5% | $125,381-83.8% | $68,486-70.4% |
| Participation rate | 96.6% | 75.1%+21.5pp | 82.4%+14.2pp | 67.9%+28.7pp |
| Annual return | -7.66% | -5.97%-1.7pp | 572.31%-580.0pp | -7.85%+0.2pp |
| Employer contribution / active EE | $4,167 | $3,382+23.2% | $4,815-13.5% | $2,597+60.5% |
| Participant deferral / active EE | $10,395 | $6,111+70.1% | $7,448+39.6% | $4,028+158.1% |
| Admin fee / account holder | $303 | $6,277-95.2% | $10,007-97.0% | $5,404-94.4% |