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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 | $63,428 | $82,674-23.3% | $125,381-49.4% | $68,486-7.4% |
| Participation rate | 93.5% | 75.1%+18.5pp | 82.4%+11.2pp | 67.9%+25.7pp |
| Annual return | -16.73% | -5.97%-10.8pp | 572.31%-589.0pp | -7.85%-8.9pp |
| Employer contribution / active EE | $3,470 | $3,382+2.6% | $4,815-27.9% | $2,597+33.6% |
| Participant deferral / active EE | $6,722 | $6,111+10.0% | $7,448-9.7% | $4,028+66.9% |
| Admin fee / account holder | $1,982 | $6,277-68.4% | $10,007-80.2% | $5,404-63.3% |