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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 | $67,714 | $82,674-18.1% | $125,363-46.0% | $68,495-1.1% |
| Participation rate | 89.5% | 75.0%+14.4pp | 82.4%+7.1pp | 67.9%+21.6pp |
| Annual return | -17.41% | -5.97%-11.4pp | 572.15%-589.6pp | -7.84%-9.6pp |
| Employer contribution / active EE | $2,318 | $3,382-31.5% | $4,815-51.9% | $2,596-10.7% |
| Participant deferral / active EE | $3,678 | $6,111-39.8% | $7,447-50.6% | $4,028-8.7% |
| Admin fee / account holder | $9,723 | $6,276+54.9% | $10,005-2.8% | $5,403+79.9% |