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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 | $64,480 | $72,404-10.9% | $110,243-41.5% | $64,173+0.5% |
| Participation rate | 90.0% | 73.3%+16.7pp | 79.8%+10.2pp | 69.6%+20.4pp |
| Annual return | -6.96% | -6.29%-0.7pp | 314.76%-321.7pp | 7.63%-14.6pp |
| Employer contribution / active EE | $2,670 | $2,282+17.0% | $3,827-30.2% | $2,381+12.1% |
| Participant deferral / active EE | $5,800 | $3,469+67.2% | $4,672+24.1% | $3,470+67.2% |
| Admin fee / account holder | $7,566 | $5,664+33.6% | $8,548-11.5% | $4,887+54.8% |