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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 | $58,213 | $84,499-31.1% | $125,391-53.6% | $66,949-13.0% |
| Participation rate | 94.0% | 76.4%+17.6pp | 82.4%+11.6pp | 69.8%+24.2pp |
| Annual return | -17.72% | -8.49%-9.2pp | 572.41%-590.1pp | 1.57%-19.3pp |
| Employer contribution / active EE | $2,370 | $3,554-33.3% | $4,816-50.8% | $2,545-6.9% |
| Participant deferral / active EE | $7,974 | $6,785+17.5% | $7,448+7.1% | $4,239+88.1% |
| Admin fee / account holder | $2,910 | $685+324.7% | $10,009-70.9% | $594+390.2% |