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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 | $65,568 | $82,674-20.7% | $125,381-47.7% | $68,486-4.3% |
| Participation rate | 90.9% | 75.1%+15.9pp | 82.4%+8.5pp | 67.9%+23.0pp |
| Annual return | -15.61% | -5.97%-9.6pp | 572.31%-587.9pp | -7.85%-7.8pp |
| Employer contribution / active EE | $3,316 | $3,382-2.0% | $4,815-31.1% | $2,597+27.7% |
| Participant deferral / active EE | $8,695 | $6,111+42.3% | $7,448+16.7% | $4,028+115.9% |
| Admin fee / account holder | $7,741 | $6,277+23.3% | $10,007-22.6% | $5,404+43.3% |