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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 | $67,387 | $53,546+25.8% | $69,884-3.6% | $68,486-1.6% |
| Participation rate | 91.7% | 64.5%+27.1pp | 70.5%+21.2pp | 67.9%+23.8pp |
| Annual return | -8.30% | -13.87%+5.6pp | 190.81%-199.1pp | -7.85%-0.4pp |
| Employer contribution / active EE | $7,085 | $2,019+250.9% | $2,560+176.7% | $2,597+172.8% |
| Participant deferral / active EE | $4,489 | $2,957+51.8% | $3,848+16.7% | $4,028+11.5% |
| Admin fee / account holder | $5,215 | $4,693+11.1% | $6,266-16.8% | $5,404-3.5% |