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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 | $67,903 | $82,674-17.9% | $125,381-45.8% | $68,486-0.9% |
| Participation rate | 86.7% | 75.1%+11.6pp | 82.4%+4.3pp | 67.9%+18.8pp |
| Annual return | -14.40% | -5.97%-8.4pp | 572.31%-586.7pp | -7.85%-6.6pp |
| Employer contribution / active EE | $3,350 | $3,382-0.9% | $4,815-30.4% | $2,597+29.0% |
| Participant deferral / active EE | $4,911 | $6,111-19.6% | $7,448-34.1% | $4,028+21.9% |
| Admin fee / account holder | $728 | $6,277-88.4% | $10,007-92.7% | $5,404-86.5% |