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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 | $54,910 | $82,674-33.6% | $125,381-56.2% | $68,486-19.8% |
| Participation rate | 87.2% | 75.1%+12.1pp | 82.4%+4.8pp | 67.9%+19.3pp |
| Annual return | -15.14% | -5.97%-9.2pp | 572.31%-587.5pp | -7.85%-7.3pp |
| Employer contribution / active EE | $4,438 | $3,382+31.2% | $4,815-7.8% | $2,597+70.9% |
| Participant deferral / active EE | $6,101 | $6,111-0.2% | $7,448-18.1% | $4,028+51.5% |
| Admin fee / account holder | $1,907 | $6,277-69.6% | $10,007-80.9% | $5,404-64.7% |