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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 | $76,151 | $82,678-7.9% | $125,391-39.3% | $68,490+11.2% |
| Participation rate | 97.4% | 75.1%+22.4pp | 82.4%+15.1pp | 67.9%+29.5pp |
| Annual return | -15.56% | -5.97%-9.6pp | 572.41%-588.0pp | -7.85%-7.7pp |
| Employer contribution / active EE | $3,878 | $3,382+14.7% | $4,816-19.5% | $2,597+49.3% |
| Participant deferral / active EE | $4,717 | $6,111-22.8% | $7,448-36.7% | $4,028+17.1% |
| Admin fee / account holder | $18,347 | $6,277+192.3% | $10,009+83.3% | $5,403+239.6% |