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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 | $50,927 | $82,678-38.4% | $125,391-59.4% | $68,490-25.6% |
| Participation rate | 97.3% | 75.1%+22.2pp | 82.4%+14.9pp | 67.9%+29.4pp |
| Annual return | -17.68% | -5.97%-11.7pp | 572.41%-590.1pp | -7.85%-9.8pp |
| Employer contribution / active EE | $2,648 | $3,382-21.7% | $4,816-45.0% | $2,597+2.0% |
| Participant deferral / active EE | $6,018 | $6,111-1.5% | $7,448-19.2% | $4,028+49.4% |
| Admin fee / account holder | $3,392 | $6,277-46.0% | $10,009-66.1% | $5,403-37.2% |