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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 | $68,018 | $82,678-17.7% | $125,391-45.8% | $68,490-0.7% |
| Participation rate | 90.0% | 75.1%+14.9pp | 82.4%+7.6pp | 67.9%+22.1pp |
| Annual return | -14.48% | -5.97%-8.5pp | 572.41%-586.9pp | -7.85%-6.6pp |
| Employer contribution / active EE | $3,275 | $3,382-3.2% | $4,816-32.0% | $2,597+26.1% |
| Participant deferral / active EE | $9,811 | $6,111+60.5% | $7,448+31.7% | $4,028+143.6% |
| Admin fee / account holder | $2,761 | $6,277-56.0% | $10,009-72.4% | $5,403-48.9% |