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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 | $34,749 | $82,674-58.0% | $125,381-72.3% | $68,486-49.3% |
| Participation rate | 98.2% | 75.1%+23.1pp | 82.4%+15.8pp | 67.9%+30.3pp |
| Annual return | -13.07% | -5.97%-7.1pp | 572.31%-585.4pp | -7.85%-5.2pp |
| Employer contribution / active EE | $4,984 | $3,382+47.4% | $4,815+3.5% | $2,597+91.9% |
| Participant deferral / active EE | $11,379 | $6,111+86.2% | $7,448+52.8% | $4,028+182.5% |
| Admin fee / account holder | $984 | $6,277-84.3% | $10,007-90.2% | $5,404-81.8% |