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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% | $125,381-52.1% | $68,486-12.2% |
| Participation rate | 83.3% | 75.1%+8.3pp | 82.4%+1.0pp | 67.9%+15.4pp |
| Annual return | -17.43% | -5.97%-11.5pp | 572.31%-589.7pp | -7.85%-9.6pp |
| Employer contribution / active EE | $2,987 | $3,382-11.7% | $4,815-38.0% | $2,597+15.0% |
| Participant deferral / active EE | $7,179 | $6,111+17.5% | $7,448-3.6% | $4,028+78.3% |
| Admin fee / account holder | $3,885 | $6,277-38.1% | $10,007-61.2% | $5,404-28.1% |