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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 | $57,298 | $82,674-30.7% | $125,381-54.3% | $68,486-16.3% |
| Participation rate | 92.8% | 75.1%+17.7pp | 82.4%+10.4pp | 67.9%+24.9pp |
| Annual return | -17.71% | -5.97%-11.7pp | 572.31%-590.0pp | -7.85%-9.9pp |
| Employer contribution / active EE | $2,105 | $3,382-37.8% | $4,815-56.3% | $2,597-18.9% |
| Participant deferral / active EE | $4,396 | $6,111-28.1% | $7,448-41.0% | $4,028+9.1% |
| Admin fee / account holder | $5,495 | $6,277-12.5% | $10,007-45.1% | $5,404+1.7% |