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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 | $70,056 | $82,678-15.3% | $125,391-44.1% | $68,490+2.3% |
| Participation rate | 99.0% | 75.1%+23.9pp | 82.4%+16.6pp | 67.9%+31.1pp |
| Annual return | -12.43% | -5.97%-6.5pp | 572.41%-584.8pp | -7.85%-4.6pp |
| Employer contribution / active EE | $2,102 | $3,382-37.8% | $4,816-56.3% | $2,597-19.0% |
| Participant deferral / active EE | $3,226 | $6,111-47.2% | $7,448-56.7% | $4,028-19.9% |
| Admin fee / account holder | $4,702 | $6,277-25.1% | $10,009-53.0% | $5,403-13.0% |