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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 | $84,482-31.1% | $125,363-53.6% | $66,930-13.0% |
| Participation rate | 94.0% | 76.4%+17.6pp | 82.4%+11.6pp | 69.8%+24.2pp |
| Annual return | -17.72% | -8.49%-9.2pp | 572.15%-589.9pp | 1.57%-19.3pp |
| Employer contribution / active EE | $2,370 | $3,553-33.3% | $4,815-50.8% | $2,545-6.9% |
| Participant deferral / active EE | $7,974 | $6,782+17.6% | $7,447+7.1% | $4,238+88.2% |
| Admin fee / account holder | $2,910 | $685+324.8% | $10,005-70.9% | $593+390.3% |