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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 | $47,879 | $82,674-42.1% | $125,363-61.8% | $68,495-30.1% |
| Participation rate | 93.5% | 75.0%+18.5pp | 82.4%+11.2pp | 67.9%+25.7pp |
| Annual return | -19.16% | -5.97%-13.2pp | 572.15%-591.3pp | -7.84%-11.3pp |
| Employer contribution / active EE | $5,075 | $3,382+50.1% | $4,815+5.4% | $2,596+95.5% |
| Participant deferral / active EE | $8,436 | $6,111+38.0% | $7,447+13.3% | $4,028+109.5% |
| Admin fee / account holder | $2,757 | $6,276-56.1% | $10,005-72.4% | $5,403-49.0% |