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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 | $65,047 | $64,729+0.5% | $112,263-42.1% | $68,490-5.0% |
| Participation rate | 93.5% | 67.2%+26.4pp | 75.1%+18.5pp | 67.9%+25.7pp |
| Annual return | -17.31% | -11.40%-5.9pp | 27.49%-44.8pp | -7.85%-9.5pp |
| Employer contribution / active EE | $3,850 | $2,746+40.2% | $3,636+5.9% | $2,597+48.3% |
| Participant deferral / active EE | $4,398 | $3,566+23.3% | $4,729-7.0% | $4,028+9.2% |
| Admin fee / account holder | $19,706 | $5,222+277.4% | $6,410+207.4% | $5,403+264.7% |