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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 | $60,914 | $69,012-11.7% | $160,037-61.9% | $68,490-11.1% |
| Participation rate | 81.5% | 65.4%+16.1pp | 78.0%+3.6pp | 67.9%+13.6pp |
| Annual return | -11.43% | -9.65%-1.8pp | 408.95%-420.4pp | -7.85%-3.6pp |
| Employer contribution / active EE | $4,693 | $2,212+112.1% | $4,226+11.0% | $2,597+80.7% |
| Participant deferral / active EE | $8,977 | $4,212+113.2% | $6,184+45.2% | $4,028+122.9% |
| Admin fee / account holder | $8,103 | $4,798+68.9% | $8,716-7.0% | $5,403+50.0% |