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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 | $74,887 | $82,678-9.4% | $125,391-40.3% | $68,490+9.3% |
| Participation rate | 87.0% | 75.1%+11.9pp | 82.4%+4.6pp | 67.9%+19.1pp |
| Annual return | -15.37% | -5.97%-9.4pp | 572.41%-587.8pp | -7.85%-7.5pp |
| Employer contribution / active EE | $4,417 | $3,382+30.6% | $4,816-8.3% | $2,597+70.1% |
| Participant deferral / active EE | $12,341 | $6,111+101.9% | $7,448+65.7% | $4,028+206.4% |
| Admin fee / account holder | $1,611 | $6,277-74.3% | $10,009-83.9% | $5,403-70.2% |