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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 | $68,951 | $82,674-16.6% | $125,381-45.0% | $68,486+0.7% |
| Participation rate | 88.0% | 75.1%+12.9pp | 82.4%+5.6pp | 67.9%+20.1pp |
| Annual return | -17.50% | -5.97%-11.5pp | 572.31%-589.8pp | -7.85%-9.6pp |
| Employer contribution / active EE | $2,034 | $3,382-39.9% | $4,815-57.8% | $2,597-21.7% |
| Participant deferral / active EE | $8,044 | $6,111+31.6% | $7,448+8.0% | $4,028+99.7% |
| Admin fee / account holder | $1,454 | $6,277-76.8% | $10,007-85.5% | $5,404-73.1% |