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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 | $66,485 | $82,678-19.6% | $125,391-47.0% | $68,490-2.9% |
| Participation rate | 96.6% | 75.1%+21.5pp | 82.4%+14.2pp | 67.9%+28.7pp |
| Annual return | -10.43% | -5.97%-4.5pp | 572.41%-582.8pp | -7.85%-2.6pp |
| Employer contribution / active EE | $2,028 | $3,382-40.0% | $4,816-57.9% | $2,597-21.9% |
| Participant deferral / active EE | $4,783 | $6,111-21.7% | $7,448-35.8% | $4,028+18.7% |
| Admin fee / account holder | $3,110 | $6,277-50.5% | $10,009-68.9% | $5,403-42.4% |