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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 | $61,543 | $54,355+13.2% | $82,744-25.6% | $68,486-10.1% |
| Participation rate | 92.3% | 63.9%+28.4pp | 72.6%+19.7pp | 67.9%+24.4pp |
| Annual return | -15.20% | -13.67%-1.5pp | 702.22%-717.4pp | -7.85%-7.3pp |
| Employer contribution / active EE | $2,993 | $2,219+34.9% | $3,008-0.5% | $2,597+15.3% |
| Participant deferral / active EE | $4,146 | $3,246+27.7% | $4,395-5.7% | $4,028+2.9% |
| Admin fee / account holder | $3,948 | $4,397-10.2% | $5,325-25.9% | $5,404-26.9% |