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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 | $61,064 | $82,678-26.1% | $125,391-51.3% | $68,490-10.8% |
| Participation rate | 86.7% | 75.1%+11.6pp | 82.4%+4.3pp | 67.9%+18.8pp |
| Annual return | -17.86% | -5.97%-11.9pp | 572.41%-590.3pp | -7.85%-10.0pp |
| Employer contribution / active EE | $11,766 | $3,382+247.9% | $4,816+144.3% | $2,597+353.1% |
| Participant deferral / active EE | $13,794 | $6,111+125.7% | $7,448+85.2% | $4,028+242.5% |
| Admin fee / account holder | $8,355 | $6,277+33.1% | $10,009-16.5% | $5,403+54.6% |