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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 | $61,182 | $82,678-26.0% | $125,391-51.2% | $68,490-10.7% |
| Participation rate | 85.2% | 75.1%+10.1pp | 82.4%+2.8pp | 67.9%+17.3pp |
| Annual return | -15.42% | -5.97%-9.5pp | 572.41%-587.8pp | -7.85%-7.6pp |
| Employer contribution / active EE | $2,311 | $3,382-31.7% | $4,816-52.0% | $2,597-11.0% |
| Participant deferral / active EE | $5,398 | $6,111-11.7% | $7,448-27.5% | $4,028+34.0% |
| Admin fee / account holder | $18,752 | $6,277+198.7% | $10,009+87.4% | $5,403+247.1% |