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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 | $50,503 | $82,678-38.9% | $125,391-59.7% | $68,490-26.3% |
| Participation rate | 90.6% | 75.1%+15.6pp | 82.4%+8.2pp | 67.9%+22.7pp |
| Annual return | -17.98% | -5.97%-12.0pp | 572.41%-590.4pp | -7.85%-10.1pp |
| Employer contribution / active EE | $2,183 | $3,382-35.4% | $4,816-54.7% | $2,597-15.9% |
| Participant deferral / active EE | $6,259 | $6,111+2.4% | $7,448-16.0% | $4,028+55.4% |
| Admin fee / account holder | $1,913 | $6,277-69.5% | $10,009-80.9% | $5,403-64.6% |