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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 | $74,874 | $54,357+37.7% | $82,706-9.5% | $68,495+9.3% |
| Participation rate | 78.2% | 63.9%+14.3pp | 72.6%+5.6pp | 67.9%+10.3pp |
| Annual return | -16.53% | -13.67%-2.9pp | 701.76%-718.3pp | -7.84%-8.7pp |
| Employer contribution / active EE | $2,014 | $2,218-9.2% | $3,007-33.0% | $2,596-22.4% |
| Participant deferral / active EE | $6,472 | $3,246+99.4% | $4,394+47.3% | $4,028+60.7% |
| Admin fee / account holder | $6,709 | $4,396+52.6% | $5,329+25.9% | $5,403+24.2% |