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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 | $67,945 | $82,674-17.8% | $125,381-45.8% | $68,486-0.8% |
| Participation rate | 97.7% | 75.1%+22.6pp | 82.4%+15.3pp | 67.9%+29.8pp |
| Annual return | -16.98% | -5.97%-11.0pp | 572.31%-589.3pp | -7.85%-9.1pp |
| Employer contribution / active EE | $3,864 | $3,382+14.3% | $4,815-19.7% | $2,597+48.8% |
| Participant deferral / active EE | $6,675 | $6,111+9.2% | $7,448-10.4% | $4,028+65.7% |
| Admin fee / account holder | $2,742 | $6,277-56.3% | $10,007-72.6% | $5,404-49.3% |