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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 | $50,885 | $82,674-38.5% | $125,381-59.4% | $68,486-25.7% |
| Participation rate | 96.9% | 75.1%+21.8pp | 82.4%+14.5pp | 67.9%+29.0pp |
| Annual return | -15.60% | -5.97%-9.6pp | 572.31%-587.9pp | -7.85%-7.7pp |
| Employer contribution / active EE | $2,610 | $3,382-22.8% | $4,815-45.8% | $2,597+0.5% |
| Participant deferral / active EE | $3,007 | $6,111-50.8% | $7,448-59.6% | $4,028-25.3% |
| Admin fee / account holder | $4,738 | $6,277-24.5% | $10,007-52.7% | $5,404-12.3% |