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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 | $52,082 | $82,678-37.0% | $125,391-58.5% | $68,490-24.0% |
| Participation rate | 93.0% | 75.1%+18.0pp | 82.4%+10.6pp | 67.9%+25.1pp |
| Annual return | -19.30% | -5.97%-13.3pp | 572.41%-591.7pp | -7.85%-11.4pp |
| Employer contribution / active EE | $2,559 | $3,382-24.3% | $4,816-46.9% | $2,597-1.5% |
| Participant deferral / active EE | $6,169 | $6,111+0.9% | $7,448-17.2% | $4,028+53.2% |
| Admin fee / account holder | $1,440 | $6,277-77.1% | $10,009-85.6% | $5,403-73.3% |