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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 | $55,023 | $82,678-33.4% | $125,391-56.1% | $68,490-19.7% |
| Participation rate | 86.8% | 75.1%+11.8pp | 82.4%+4.5pp | 67.9%+18.9pp |
| Annual return | -16.66% | -5.97%-10.7pp | 572.41%-589.1pp | -7.85%-8.8pp |
| Employer contribution / active EE | $3,947 | $3,382+16.7% | $4,816-18.0% | $2,597+52.0% |
| Participant deferral / active EE | $8,411 | $6,111+37.6% | $7,448+12.9% | $4,028+108.8% |
| Admin fee / account holder | $3,960 | $6,277-36.9% | $10,009-60.4% | $5,403-26.7% |