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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 | $66,208 | $53,546+23.6% | $69,890-5.3% | $68,490-3.3% |
| Participation rate | 70.7% | 64.5%+6.2pp | 70.5%+0.2pp | 67.9%+2.8pp |
| Annual return | -8.66% | -13.87%+5.2pp | 190.84%-199.5pp | -7.85%-0.8pp |
| Employer contribution / active EE | $4,223 | $2,019+109.2% | $2,560+64.9% | $2,597+62.6% |
| Participant deferral / active EE | $4,223 | $2,957+42.8% | $3,848+9.7% | $4,028+4.8% |
| Admin fee / account holder | $4,092 | $4,693-12.8% | $6,267-34.7% | $5,403-24.3% |