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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 | $62,662 | $75,962-17.5% | $154,108-59.3% | $64,173-2.4% |
| Participation rate | 93.3% | 70.4%+22.9pp | 83.0%+10.3pp | 69.6%+23.8pp |
| Annual return | -5.24% | 30.32%-35.6pp | 735.21%-740.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $3,058 | $3,350-8.7% | $5,298-42.3% | $2,381+28.4% |
| Participant deferral / active EE | $4,097 | $3,175+29.0% | $5,081-19.4% | $3,470+18.1% |
| Admin fee / account holder | $2,433 | $5,589-56.5% | $13,411-81.9% | $4,887-50.2% |