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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 | $67,101 | $59,111+13.5% | $86,451-22.4% | $68,490-2.0% |
| Participation rate | 94.1% | 75.2%+18.9pp | 80.3%+13.8pp | 67.9%+26.2pp |
| Annual return | -15.16% | -0.22%-14.9pp | 4398.51%-4413.7pp | -7.85%-7.3pp |
| Employer contribution / active EE | $1,158 | $2,519-54.0% | $3,770-69.3% | $2,597-55.4% |
| Participant deferral / active EE | $6,035 | $5,900+2.3% | $6,953-13.2% | $4,028+49.8% |
| Admin fee / account holder | $9,713 | $5,640+72.2% | $6,734+44.2% | $5,403+79.8% |