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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 | $76,143 | $53,546+42.2% | $69,890+8.9% | $68,490+11.2% |
| Participation rate | 76.5% | 64.5%+11.9pp | 70.5%+6.0pp | 67.9%+8.6pp |
| Annual return | -15.75% | -13.87%-1.9pp | 190.84%-206.6pp | -7.85%-7.9pp |
| Employer contribution / active EE | $3,624 | $2,019+79.5% | $2,560+41.5% | $2,597+39.5% |
| Participant deferral / active EE | $4,832 | $2,957+63.4% | $3,848+25.6% | $4,028+20.0% |
| Admin fee / account holder | $2,931 | $4,693-37.5% | $6,267-53.2% | $5,403-45.7% |