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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 | $60,240 | $69,012-12.7% | $160,009-62.4% | $68,486-12.0% |
| Participation rate | 93.1% | 65.4%+27.7pp | 78.0%+15.1pp | 67.9%+25.2pp |
| Annual return | -18.81% | -9.65%-9.2pp | 408.85%-427.7pp | -7.85%-11.0pp |
| Employer contribution / active EE | $6,264 | $2,212+183.1% | $4,225+48.3% | $2,597+141.2% |
| Participant deferral / active EE | $6,009 | $4,212+42.7% | $6,183-2.8% | $4,028+49.2% |
| Admin fee / account holder | $4,488 | $4,798-6.5% | $8,715-48.5% | $5,404-16.9% |