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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 | $56,955 | $84,493-32.6% | $125,381-54.6% | $66,938-14.9% |
| Participation rate | 87.0% | 76.4%+10.6pp | 82.4%+4.7pp | 69.8%+17.2pp |
| Annual return | -17.26% | -8.49%-8.8pp | 572.31%-589.6pp | 1.58%-18.8pp |
| Employer contribution / active EE | $2,386 | $3,554-32.9% | $4,815-50.4% | $2,545-6.3% |
| Participant deferral / active EE | $8,751 | $6,783+29.0% | $7,448+17.5% | $4,238+106.5% |
| Admin fee / account holder | $5,593 | $685+716.5% | $10,007-44.1% | $594+842.4% |