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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 | $65,393 | $69,012-5.2% | $160,037-59.1% | $68,490-4.5% |
| Participation rate | 80.9% | 65.4%+15.4pp | 78.0%+2.9pp | 67.9%+13.0pp |
| Annual return | -8.77% | -9.65%+0.9pp | 408.95%-417.7pp | -7.85%-0.9pp |
| Employer contribution / active EE | $9,590 | $2,212+333.4% | $4,226+126.9% | $2,597+269.3% |
| Participant deferral / active EE | $5,230 | $4,212+24.2% | $6,184-15.4% | $4,028+29.9% |
| Admin fee / account holder | $5,327 | $4,798+11.0% | $8,716-38.9% | $5,403-1.4% |