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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 | $54,565 | $82,678-34.0% | $125,391-56.5% | $68,490-20.3% |
| Participation rate | 84.8% | 75.1%+9.8pp | 82.4%+2.5pp | 67.9%+17.0pp |
| Annual return | -10.82% | -5.97%-4.9pp | 572.41%-583.2pp | -7.85%-3.0pp |
| Employer contribution / active EE | $5,374 | $3,382+58.9% | $4,816+11.6% | $2,597+107.0% |
| Participant deferral / active EE | $10,386 | $6,111+69.9% | $7,448+39.4% | $4,028+157.8% |
| Admin fee / account holder | $5,585 | $6,277-11.0% | $10,009-44.2% | $5,403+3.4% |