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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 | $51,868 | $54,370-4.6% | $82,763-37.3% | $68,490-24.3% |
| Participation rate | 85.2% | 63.9%+21.3pp | 72.6%+12.6pp | 67.9%+17.3pp |
| Annual return | -9.96% | -13.67%+3.7pp | 702.45%-712.4pp | -7.85%-2.1pp |
| Employer contribution / active EE | $1,416 | $2,219-36.2% | $3,008-52.9% | $2,597-45.5% |
| Participant deferral / active EE | $8,637 | $3,247+166.0% | $4,395+96.5% | $4,028+114.4% |
| Admin fee / account holder | $3,777 | $4,398-14.1% | $5,325-29.1% | $5,403-30.1% |