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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 | $75,179 | $53,546+40.4% | $69,884+7.6% | $68,486+9.8% |
| Participation rate | 89.4% | 64.5%+24.8pp | 70.5%+18.9pp | 67.9%+21.5pp |
| Annual return | -15.71% | -13.87%-1.8pp | 190.81%-206.5pp | -7.85%-7.9pp |
| Employer contribution / active EE | $1,347 | $2,019-33.3% | $2,560-47.4% | $2,597-48.1% |
| Participant deferral / active EE | $6,489 | $2,957+119.5% | $3,848+68.6% | $4,028+61.1% |
| Admin fee / account holder | $1,268 | $4,693-73.0% | $6,266-79.8% | $5,404-76.5% |