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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 | $60,746 | $82,674-26.5% | $125,381-51.6% | $68,486-11.3% |
| Participation rate | 83.3% | 75.1%+8.3pp | 82.4%+1.0pp | 67.9%+15.4pp |
| Annual return | -18.38% | -5.97%-12.4pp | 572.31%-590.7pp | -7.85%-10.5pp |
| Employer contribution / active EE | $4,111 | $3,382+21.6% | $4,815-14.6% | $2,597+58.3% |
| Participant deferral / active EE | $9,614 | $6,111+57.3% | $7,448+29.1% | $4,028+138.7% |
| Admin fee / account holder | $538 | $6,277-91.4% | $10,007-94.6% | $5,404-90.1% |