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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 | $57,180 | $82,678-30.8% | $125,391-54.4% | $68,490-16.5% |
| Participation rate | 95.5% | 75.1%+20.4pp | 82.4%+13.1pp | 67.9%+27.6pp |
| Annual return | -13.85% | -5.97%-7.9pp | 572.41%-586.3pp | -7.85%-6.0pp |
| Employer contribution / active EE | $5,032 | $3,382+48.8% | $4,816+4.5% | $2,597+93.8% |
| Participant deferral / active EE | $4,719 | $6,111-22.8% | $7,448-36.6% | $4,028+17.2% |
| Admin fee / account holder | $910 | $6,277-85.5% | $10,009-90.9% | $5,403-83.2% |