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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 | $67,632 | $82,678-18.2% | $125,391-46.1% | $68,490-1.3% |
| Participation rate | 94.4% | 75.1%+19.4pp | 82.4%+12.1pp | 67.9%+26.5pp |
| Annual return | -17.22% | -5.97%-11.3pp | 572.41%-589.6pp | -7.85%-9.4pp |
| Employer contribution / active EE | $2,540 | $3,382-24.9% | $4,816-47.3% | $2,597-2.2% |
| Participant deferral / active EE | $7,380 | $6,111+20.7% | $7,448-0.9% | $4,028+83.2% |
| Admin fee / account holder | $1,409 | $6,277-77.6% | $10,009-85.9% | $5,403-73.9% |