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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 | $61,446 | $82,678-25.7% | $125,391-51.0% | $68,490-10.3% |
| Participation rate | 93.3% | 75.1%+18.3pp | 82.4%+10.9pp | 67.9%+25.4pp |
| Annual return | -15.88% | -5.97%-9.9pp | 572.41%-588.3pp | -7.85%-8.0pp |
| Employer contribution / active EE | $6,243 | $3,382+84.6% | $4,816+29.6% | $2,597+140.4% |
| Participant deferral / active EE | $7,333 | $6,111+20.0% | $7,448-1.5% | $4,028+82.1% |
| Admin fee / account holder | $1,904 | $6,277-69.7% | $10,009-81.0% | $5,403-64.8% |