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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 | $63,475 | $82,674-23.2% | $125,381-49.4% | $68,486-7.3% |
| Participation rate | 85.5% | 75.1%+10.4pp | 82.4%+3.1pp | 67.9%+17.6pp |
| Annual return | -18.53% | -5.97%-12.6pp | 572.31%-590.8pp | -7.85%-10.7pp |
| Employer contribution / active EE | $2,748 | $3,382-18.7% | $4,815-42.9% | $2,597+5.8% |
| Participant deferral / active EE | $5,763 | $6,111-5.7% | $7,448-22.6% | $4,028+43.1% |
| Admin fee / account holder | $3,616 | $6,277-42.4% | $10,007-63.9% | $5,404-33.1% |