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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 | $57,997 | $54,370+6.7% | $82,763-29.9% | $68,490-15.3% |
| Participation rate | 80.8% | 63.9%+16.8pp | 72.6%+8.2pp | 67.9%+12.9pp |
| Annual return | -7.48% | -13.67%+6.2pp | 702.45%-709.9pp | -7.85%+0.4pp |
| Employer contribution / active EE | $1,725 | $2,219-22.3% | $3,008-42.7% | $2,597-33.6% |
| Participant deferral / active EE | $5,444 | $3,247+67.7% | $4,395+23.9% | $4,028+35.2% |
| Admin fee / account holder | $4,032 | $4,398-8.3% | $5,325-24.3% | $5,403-25.4% |