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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 | $57,167 | $67,352-15.1% | $60,899-6.1% | $134,509-57.5% |
| Participation rate | 87.0% | 76.2%+10.8pp | 73.1%+13.8pp | 81.2%+5.7pp |
| Annual return | -16.27% | 49.99%-66.3pp | 16.92%-33.2pp | 418.13%-434.4pp |
| Employer contribution / active EE | $4,150 | $3,098+34.0% | $2,702+53.6% | $4,741-12.5% |
| Participant deferral / active EE | $5,618 | $4,539+23.8% | $3,817+47.2% | $6,400-12.2% |
| Admin fee / account holder | $2,219 | $4,585-51.6% | $3,225-31.2% | $11,427-80.6% |