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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 | $55,534 | $82,678-32.8% | $125,391-55.7% | $68,490-18.9% |
| Participation rate | 94.7% | 75.1%+19.7pp | 82.4%+12.4pp | 67.9%+26.8pp |
| Annual return | -12.31% | -5.97%-6.3pp | 572.41%-584.7pp | -7.85%-4.5pp |
| Employer contribution / active EE | $3,527 | $3,382+4.3% | $4,816-26.8% | $2,597+35.8% |
| Participant deferral / active EE | $4,290 | $6,111-29.8% | $7,448-42.4% | $4,028+6.5% |
| Admin fee / account holder | $24,107 | $6,277+284.0% | $10,009+140.9% | $5,403+346.2% |