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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 | $70,973 | $45,872+54.7% | $77,027-7.9% | $68,498+3.6% |
| Participation rate | 88.5% | 55.9%+32.5pp | 67.9%+20.5pp | 67.9%+20.6pp |
| Annual return | -15.77% | 1.73%-17.5pp | 42.32%-58.1pp | -7.84%-7.9pp |
| Employer contribution / active EE | $4,812 | $1,650+191.7% | $2,813+71.1% | $2,596+85.3% |
| Participant deferral / active EE | $7,766 | $2,963+162.1% | $4,427+75.4% | $4,027+92.8% |
| Admin fee / account holder | $4,589 | $3,041+50.9% | $5,425-15.4% | $5,403-15.1% |