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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 | $65,788 | $82,674-20.4% | $125,381-47.5% | $68,486-3.9% |
| Participation rate | 92.3% | 75.1%+17.3pp | 82.4%+9.9pp | 67.9%+24.4pp |
| Annual return | -18.53% | -5.97%-12.6pp | 572.31%-590.8pp | -7.85%-10.7pp |
| Employer contribution / active EE | $3,541 | $3,382+4.7% | $4,815-26.5% | $2,597+36.4% |
| Participant deferral / active EE | $8,969 | $6,111+46.8% | $7,448+20.4% | $4,028+122.7% |
| Admin fee / account holder | $555 | $6,277-91.2% | $10,007-94.5% | $5,404-89.7% |