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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 | $59,869 | $49,177+21.7% | $79,466-24.7% | $64,173-6.7% |
| Participation rate | 93.9% | 65.0%+28.9pp | 73.3%+20.6pp | 69.6%+24.4pp |
| Annual return | -6.70% | -1.16%-5.5pp | 718.28%-725.0pp | 7.63%-14.3pp |
| Employer contribution / active EE | $3,692 | $2,076+77.8% | $2,800+31.9% | $2,381+55.1% |
| Participant deferral / active EE | $7,622 | $2,821+170.2% | $3,704+105.8% | $3,470+119.7% |
| Admin fee / account holder | $1,187 | $3,839-69.1% | $5,104-76.7% | $4,887-75.7% |