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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 | $64,366 | $72,404-11.1% | $110,241-41.6% | $64,181+0.3% |
| Participation rate | 91.1% | 73.3%+17.7pp | 79.8%+11.3pp | 69.6%+21.5pp |
| Annual return | -3.88% | -6.29%+2.4pp | 314.75%-318.6pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,753 | $2,282-23.2% | $3,827-54.2% | $2,381-26.4% |
| Participant deferral / active EE | $5,902 | $3,469+70.1% | $4,672+26.3% | $3,470+70.1% |
| Admin fee / account holder | $14,033 | $5,664+147.7% | $8,548+64.2% | $4,887+187.1% |