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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 | $40,610 | $82,674-50.9% | $125,381-67.6% | $68,486-40.7% |
| Participation rate | 85.7% | 75.1%+10.7pp | 82.4%+3.3pp | 67.9%+17.8pp |
| Annual return | -16.91% | -5.97%-10.9pp | 572.31%-589.2pp | -7.85%-9.1pp |
| Employer contribution / active EE | $3,384 | $3,382+0.1% | $4,815-29.7% | $2,597+30.3% |
| Participant deferral / active EE | $7,609 | $6,111+24.5% | $7,448+2.2% | $4,028+88.9% |
| Admin fee / account holder | $5,587 | $6,277-11.0% | $10,007-44.2% | $5,404+3.4% |