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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 | $47,968 | $75,962-36.9% | $154,108-68.9% | $64,173-25.3% |
| Participation rate | 91.7% | 70.4%+21.3pp | 83.0%+8.6pp | 69.6%+22.1pp |
| Annual return | -7.21% | 30.32%-37.5pp | 735.21%-742.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,921 | $3,350-42.6% | $5,298-63.7% | $2,381-19.3% |
| Participant deferral / active EE | $3,069 | $3,175-3.3% | $5,081-39.6% | $3,470-11.5% |
| Admin fee / account holder | $525 | $5,589-90.6% | $13,411-96.1% | $4,887-89.3% |