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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 | $55,322 | $82,678-33.1% | $125,391-55.9% | $68,490-19.2% |
| Participation rate | 83.3% | 75.1%+8.3pp | 82.4%+0.9pp | 67.9%+15.4pp |
| Annual return | -17.38% | -5.97%-11.4pp | 572.41%-589.8pp | -7.85%-9.5pp |
| Employer contribution / active EE | $3,263 | $3,382-3.5% | $4,816-32.2% | $2,597+25.7% |
| Participant deferral / active EE | $6,448 | $6,111+5.5% | $7,448-13.4% | $4,028+60.1% |
| Admin fee / account holder | $18,470 | $6,277+194.2% | $10,009+84.5% | $5,403+241.8% |