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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 | $60,120 | $82,674-27.3% | $125,363-52.0% | $68,495-12.2% |
| Participation rate | 83.3% | 75.0%+8.3pp | 82.4%+1.0pp | 67.9%+15.4pp |
| Annual return | -17.43% | -5.97%-11.5pp | 572.15%-589.6pp | -7.84%-9.6pp |
| Employer contribution / active EE | $2,987 | $3,382-11.7% | $4,815-38.0% | $2,596+15.1% |
| Participant deferral / active EE | $7,179 | $6,111+17.5% | $7,447-3.6% | $4,028+78.3% |
| Admin fee / account holder | $3,885 | $6,276-38.1% | $10,005-61.2% | $5,403-28.1% |