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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 | $36,608 | $57,352-36.2% | $83,830-56.3% | $64,173-43.0% |
| Participation rate | 95.3% | 68.6%+26.7pp | 76.1%+19.2pp | 69.6%+25.8pp |
| Annual return | -4.88% | 11.38%-16.3pp | 850.97%-855.9pp | 7.63%-12.5pp |
| Employer contribution / active EE | $5,398 | $2,546+112.1% | $3,631+48.7% | $2,381+126.7% |
| Participant deferral / active EE | $4,591 | $2,993+53.4% | $4,082+12.5% | $3,470+32.3% |
| Admin fee / account holder | $644 | $4,046-84.1% | $5,479-88.2% | $4,887-86.8% |