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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 | $55,129 | $82,674-33.3% | $125,363-56.0% | $68,495-19.5% |
| Participation rate | 87.5% | 75.0%+12.5pp | 82.4%+5.1pp | 67.9%+19.6pp |
| Annual return | -16.67% | -5.97%-10.7pp | 572.15%-588.8pp | -7.84%-8.8pp |
| Employer contribution / active EE | $5,886 | $3,382+74.0% | $4,815+22.2% | $2,596+126.7% |
| Participant deferral / active EE | $8,777 | $6,111+43.6% | $7,447+17.9% | $4,028+117.9% |
| Admin fee / account holder | $5,639 | $6,276-10.2% | $10,005-43.6% | $5,403+4.4% |