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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 | $77,355 | $82,674-6.4% | $125,363-38.3% | $68,495+12.9% |
| Participation rate | 96.0% | 75.0%+21.0pp | 82.4%+13.6pp | 67.9%+28.1pp |
| Annual return | -14.10% | -5.97%-8.1pp | 572.15%-586.2pp | -7.84%-6.3pp |
| Employer contribution / active EE | $1,793 | $3,382-47.0% | $4,815-62.7% | $2,596-30.9% |
| Participant deferral / active EE | $3,502 | $6,111-42.7% | $7,447-53.0% | $4,028-13.1% |
| Admin fee / account holder | $2,836 | $6,276-54.8% | $10,005-71.7% | $5,403-47.5% |