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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 | $67,913 | $82,674-17.9% | $125,381-45.8% | $68,486-0.8% |
| Participation rate | 91.1% | 75.1%+16.0pp | 82.4%+8.7pp | 67.9%+23.2pp |
| Annual return | -14.48% | -5.97%-8.5pp | 572.31%-586.8pp | -7.85%-6.6pp |
| Employer contribution / active EE | $2,460 | $3,382-27.3% | $4,815-48.9% | $2,597-5.3% |
| Participant deferral / active EE | $5,243 | $6,111-14.2% | $7,448-29.6% | $4,028+30.2% |
| Admin fee / account holder | $2,549 | $6,277-59.4% | $10,007-74.5% | $5,404-52.8% |