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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 | $67,476 | $82,674-18.4% | $125,381-46.2% | $68,486-1.5% |
| Participation rate | 93.8% | 75.1%+18.8pp | 82.4%+11.5pp | 67.9%+26.0pp |
| Annual return | -15.92% | -5.97%-10.0pp | 572.31%-588.2pp | -7.85%-8.1pp |
| Employer contribution / active EE | $3,166 | $3,382-6.4% | $4,815-34.3% | $2,597+21.9% |
| Participant deferral / active EE | $3,389 | $6,111-44.5% | $7,448-54.5% | $4,028-15.8% |
| Admin fee / account holder | $4,639 | $6,277-26.1% | $10,007-53.6% | $5,404-14.2% |