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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 | $63,566 | $53,162+19.6% | $91,225-30.3% | $68,495-7.2% |
| Participation rate | 81.5% | 63.2%+18.3pp | 73.2%+8.3pp | 67.9%+13.6pp |
| Annual return | -16.83% | -3.14%-13.7pp | 114.10%-130.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $3,038 | $1,709+77.8% | $2,851+6.6% | $2,596+17.0% |
| Participant deferral / active EE | $5,603 | $2,974+88.4% | $4,234+32.3% | $4,028+39.1% |
| Admin fee / account holder | $3,887 | $4,493-13.5% | $5,422-28.3% | $5,403-28.1% |