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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 | $57,943 | $82,678-29.9% | $125,391-53.8% | $68,490-15.4% |
| Participation rate | 97.4% | 75.1%+22.3pp | 82.4%+15.0pp | 67.9%+29.5pp |
| Annual return | -15.17% | -5.97%-9.2pp | 572.41%-587.6pp | -7.85%-7.3pp |
| Employer contribution / active EE | $6,026 | $3,382+78.2% | $4,816+25.1% | $2,597+132.1% |
| Participant deferral / active EE | $4,499 | $6,111-26.4% | $7,448-39.6% | $4,028+11.7% |
| Admin fee / account holder | $3,306 | $6,277-47.3% | $10,009-67.0% | $5,403-38.8% |