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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 | $63,069 | $82,674-23.7% | $125,363-49.7% | $68,495-7.9% |
| Participation rate | 89.7% | 75.0%+14.6pp | 82.4%+7.3pp | 67.9%+21.8pp |
| Annual return | -11.19% | -5.97%-5.2pp | 572.15%-583.3pp | -7.84%-3.3pp |
| Employer contribution / active EE | $852 | $3,382-74.8% | $4,815-82.3% | $2,596-67.2% |
| Participant deferral / active EE | $5,790 | $6,111-5.3% | $7,447-22.3% | $4,028+43.8% |
| Admin fee / account holder | $7,832 | $6,276+24.8% | $10,005-21.7% | $5,403+44.9% |