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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 | $65,992 | $54,357+21.4% | $82,706-20.2% | $68,495-3.7% |
| Participation rate | 95.1% | 63.9%+31.2pp | 72.6%+22.6pp | 67.9%+27.2pp |
| Annual return | -16.45% | -13.67%-2.8pp | 701.76%-718.2pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,963 | $2,218-11.5% | $3,007-34.7% | $2,596-24.4% |
| Participant deferral / active EE | $5,150 | $3,246+58.6% | $4,394+17.2% | $4,028+27.9% |
| Admin fee / account holder | $1,749 | $4,396-60.2% | $5,329-67.2% | $5,403-67.6% |