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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 | $53,955 | $82,678-34.7% | $125,391-57.0% | $68,490-21.2% |
| Participation rate | 85.7% | 75.1%+10.7pp | 82.4%+3.3pp | 67.9%+17.8pp |
| Annual return | -19.04% | -5.97%-13.1pp | 572.41%-591.5pp | -7.85%-11.2pp |
| Employer contribution / active EE | $3,590 | $3,382+6.2% | $4,816-25.4% | $2,597+38.3% |
| Participant deferral / active EE | $9,394 | $6,111+53.7% | $7,448+26.1% | $4,028+133.2% |
| Admin fee / account holder | $2,277 | $6,277-63.7% | $10,009-77.2% | $5,403-57.9% |