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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 | $65,463 | $82,674-20.8% | $125,381-47.8% | $68,486-4.4% |
| Participation rate | 83.3% | 75.1%+8.3pp | 82.4%+1.0pp | 67.9%+15.4pp |
| Annual return | -18.30% | -5.97%-12.3pp | 572.31%-590.6pp | -7.85%-10.4pp |
| Employer contribution / active EE | $2,442 | $3,382-27.8% | $4,815-49.3% | $2,597-6.0% |
| Participant deferral / active EE | $9,953 | $6,111+62.9% | $7,448+33.6% | $4,028+147.1% |
| Admin fee / account holder | $1,856 | $6,277-70.4% | $10,007-81.4% | $5,404-65.6% |