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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 | $65,287 | $82,678-21.0% | $125,391-47.9% | $68,490-4.7% |
| Participation rate | 96.6% | 75.1%+21.5pp | 82.4%+14.2pp | 67.9%+28.7pp |
| Annual return | -5.66% | -5.97%+0.3pp | 572.41%-578.1pp | -7.85%+2.2pp |
| Employer contribution / active EE | $4,001 | $3,382+18.3% | $4,816-16.9% | $2,597+54.1% |
| Participant deferral / active EE | $8,507 | $6,111+39.2% | $7,448+14.2% | $4,028+111.2% |
| Admin fee / account holder | $20,593 | $6,277+228.1% | $10,009+105.8% | $5,403+281.1% |