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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 | $57,096 | $82,678-30.9% | $125,391-54.5% | $68,490-16.6% |
| Participation rate | 95.5% | 75.1%+20.5pp | 82.4%+13.1pp | 67.9%+27.6pp |
| Annual return | -16.29% | -5.97%-10.3pp | 572.41%-588.7pp | -7.85%-8.4pp |
| Employer contribution / active EE | $2,174 | $3,382-35.7% | $4,816-54.9% | $2,597-16.3% |
| Participant deferral / active EE | $4,751 | $6,111-22.3% | $7,448-36.2% | $4,028+18.0% |
| Admin fee / account holder | $3,740 | $6,277-40.4% | $10,009-62.6% | $5,403-30.8% |