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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 | $70,477 | $82,678-14.8% | $125,391-43.8% | $68,490+2.9% |
| Participation rate | 94.7% | 75.1%+19.7pp | 82.4%+12.4pp | 67.9%+26.8pp |
| Annual return | -16.81% | -5.97%-10.8pp | 572.41%-589.2pp | -7.85%-9.0pp |
| Employer contribution / active EE | $4,165 | $3,382+23.1% | $4,816-13.5% | $2,597+60.4% |
| Participant deferral / active EE | $8,656 | $6,111+41.6% | $7,448+16.2% | $4,028+114.9% |
| Admin fee / account holder | $2,737 | $6,277-56.4% | $10,009-72.7% | $5,403-49.3% |