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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 | $57,440 | $95,188-39.7% | $76,518-24.9% | $135,380-57.6% |
| Participation rate | 93.8% | 74.4%+19.4pp | 68.0%+25.8pp | 82.6%+11.1pp |
| Annual return | -6.33% | 4.85%-11.2pp | -0.27%-6.1pp | 519.81%-526.1pp |
| Employer contribution / active EE | $7,032 | $3,303+112.9% | $2,647+165.6% | $4,779+47.1% |
| Participant deferral / active EE | $10,289 | $4,640+121.7% | $3,836+168.2% | $5,609+83.4% |
| Admin fee / account holder | $8,863 | $6,249+41.8% | $4,849+82.8% | $10,828-18.1% |