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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 | $32,039 | $58,320-45.1% | $86,451-62.9% | $66,949-52.1% |
| Participation rate | 95.0% | 78.6%+16.5pp | 80.3%+14.7pp | 69.8%+25.2pp |
| Annual return | -7.08% | -9.71%+2.6pp | 4398.51%-4405.6pp | 1.57%-8.6pp |
| Employer contribution / active EE | $7,226 | $2,615+176.3% | $3,770+91.7% | $2,545+183.9% |
| Participant deferral / active EE | $10,813 | $6,899+56.7% | $6,953+55.5% | $4,239+155.1% |
| Admin fee / account holder | $1,968 | $546+260.5% | $6,734-70.8% | $594+231.5% |