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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 | $60,231 | $82,674-27.1% | $125,363-52.0% | $68,495-12.1% |
| Participation rate | 90.0% | 75.0%+15.0pp | 82.4%+7.6pp | 67.9%+22.1pp |
| Annual return | -17.63% | -5.97%-11.7pp | 572.15%-589.8pp | -7.84%-9.8pp |
| Employer contribution / active EE | $4,185 | $3,382+23.8% | $4,815-13.1% | $2,596+61.2% |
| Participant deferral / active EE | $8,176 | $6,111+33.8% | $7,447+9.8% | $4,028+103.0% |
| Admin fee / account holder | $18,159 | $6,276+189.3% | $10,005+81.5% | $5,403+236.1% |