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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 | $63,702 | $82,674-22.9% | $125,381-49.2% | $68,486-7.0% |
| Participation rate | 94.0% | 75.1%+19.0pp | 82.4%+11.7pp | 67.9%+26.1pp |
| Annual return | -16.05% | -5.97%-10.1pp | 572.31%-588.4pp | -7.85%-8.2pp |
| Employer contribution / active EE | $2,829 | $3,382-16.3% | $4,815-41.2% | $2,597+9.0% |
| Participant deferral / active EE | $5,460 | $6,111-10.7% | $7,448-26.7% | $4,028+35.6% |
| Admin fee / account holder | $6,164 | $6,277-1.8% | $10,007-38.4% | $5,404+14.1% |