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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 | $56,344 | $82,674-31.8% | $125,381-55.1% | $68,486-17.7% |
| Participation rate | 97.5% | 75.1%+22.4pp | 82.4%+15.1pp | 67.9%+29.6pp |
| Annual return | -17.45% | -5.97%-11.5pp | 572.31%-589.8pp | -7.85%-9.6pp |
| Employer contribution / active EE | $5,388 | $3,382+59.3% | $4,815+11.9% | $2,597+107.5% |
| Participant deferral / active EE | $5,877 | $6,111-3.8% | $7,448-21.1% | $4,028+45.9% |
| Admin fee / account holder | $7,185 | $6,277+14.5% | $10,007-28.2% | $5,404+33.0% |