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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 | $38,936 | $59,107-34.1% | $86,439-55.0% | $68,498-43.2% |
| Participation rate | 96.8% | 75.2%+21.5pp | 80.3%+16.4pp | 67.9%+28.9pp |
| Annual return | -17.85% | -0.23%-17.6pp | 4395.55%-4413.4pp | -7.84%-10.0pp |
| Employer contribution / active EE | $6,296 | $2,519+150.0% | $3,769+67.1% | $2,596+142.5% |
| Participant deferral / active EE | $12,030 | $5,901+103.9% | $6,952+73.1% | $4,027+198.7% |
| Admin fee / account holder | $8,431 | $5,637+49.6% | $6,732+25.2% | $5,403+56.0% |