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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 | $59,856 | $69,012-13.3% | $160,009-62.6% | $68,486-12.6% |
| Participation rate | 72.4% | 65.4%+7.0pp | 78.0%-5.6pp | 67.9%+4.5pp |
| Annual return | -18.43% | -9.65%-8.8pp | 408.85%-427.3pp | -7.85%-10.6pp |
| Employer contribution / active EE | $2,198 | $2,212-0.7% | $4,225-48.0% | $2,597-15.4% |
| Participant deferral / active EE | $5,887 | $4,212+39.8% | $6,183-4.8% | $4,028+46.2% |
| Admin fee / account holder | $6,380 | $4,798+33.0% | $8,715-26.8% | $5,404+18.1% |