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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 | $59,023 | $82,674-28.6% | $125,381-52.9% | $68,486-13.8% |
| Participation rate | 77.8% | 75.1%+2.7pp | 82.4%-4.6pp | 67.9%+9.9pp |
| Annual return | -11.97% | -5.97%-6.0pp | 572.31%-584.3pp | -7.85%-4.1pp |
| Employer contribution / active EE | $6,577 | $3,382+94.5% | $4,815+36.6% | $2,597+153.3% |
| Participant deferral / active EE | $4,333 | $6,111-29.1% | $7,448-41.8% | $4,028+7.6% |
| Admin fee / account holder | $11,416 | $6,277+81.9% | $10,007+14.1% | $5,404+111.3% |