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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 | $59,509 | $54,370+9.5% | $82,763-28.1% | $68,490-13.1% |
| Participation rate | 76.5% | 63.9%+12.5pp | 72.6%+3.9pp | 67.9%+8.6pp |
| Annual return | -18.92% | -13.67%-5.2pp | 702.45%-721.4pp | -7.85%-11.1pp |
| Employer contribution / active EE | $3,978 | $2,219+79.3% | $3,008+32.2% | $2,597+53.2% |
| Participant deferral / active EE | $4,766 | $3,247+46.8% | $4,395+8.4% | $4,028+18.3% |
| Admin fee / account holder | $3,360 | $4,398-23.6% | $5,325-36.9% | $5,403-37.8% |