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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 | $53,648 | $82,678-35.1% | $125,391-57.2% | $68,490-21.7% |
| Participation rate | 90.6% | 75.1%+15.6pp | 82.4%+8.2pp | 67.9%+22.7pp |
| Annual return | -13.22% | -5.97%-7.2pp | 572.41%-585.6pp | -7.85%-5.4pp |
| Employer contribution / active EE | $1,499 | $3,382-55.7% | $4,816-68.9% | $2,597-42.3% |
| Participant deferral / active EE | $3,295 | $6,111-46.1% | $7,448-55.8% | $4,028-18.2% |
| Admin fee / account holder | $3,984 | $6,277-36.5% | $10,009-60.2% | $5,403-26.3% |