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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 | $58,471 | $82,674-29.3% | $125,363-53.4% | $68,495-14.6% |
| Participation rate | 97.7% | 75.0%+22.6pp | 82.4%+15.3pp | 67.9%+29.8pp |
| Annual return | -9.32% | -5.97%-3.4pp | 572.15%-581.5pp | -7.84%-1.5pp |
| Employer contribution / active EE | $5,353 | $3,382+58.3% | $4,815+11.2% | $2,596+106.1% |
| Participant deferral / active EE | $7,268 | $6,111+18.9% | $7,447-2.4% | $4,028+80.5% |
| Admin fee / account holder | $5,932 | $6,276-5.5% | $10,005-40.7% | $5,403+9.8% |