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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 | $58,605 | $49,177+19.2% | $79,467-26.3% | $64,173-8.7% |
| Participation rate | 70.7% | 65.0%+5.7pp | 73.3%-2.7pp | 69.6%+1.1pp |
| Annual return | -6.05% | -1.16%-4.9pp | 718.30%-724.4pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,947 | $2,076-6.2% | $2,800-30.5% | $2,381-18.2% |
| Participant deferral / active EE | $3,637 | $2,821+28.9% | $3,704-1.8% | $3,470+4.8% |
| Admin fee / account holder | $4,588 | $3,839+19.5% | $5,104-10.1% | $4,887-6.1% |