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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 | $65,603 | $82,678-20.7% | $125,391-47.7% | $68,490-4.2% |
| Participation rate | 96.9% | 75.1%+21.8pp | 82.4%+14.5pp | 67.9%+29.0pp |
| Annual return | -17.27% | -5.97%-11.3pp | 572.41%-589.7pp | -7.85%-9.4pp |
| Employer contribution / active EE | $4,987 | $3,382+47.5% | $4,816+3.6% | $2,597+92.1% |
| Participant deferral / active EE | $4,097 | $6,111-33.0% | $7,448-45.0% | $4,028+1.7% |
| Admin fee / account holder | $42,247 | $6,277+573.0% | $10,009+322.1% | $5,403+681.9% |