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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 | $57,703 | $54,370+6.1% | $82,763-30.3% | $68,490-15.8% |
| Participation rate | 91.5% | 63.9%+27.6pp | 72.6%+18.9pp | 67.9%+23.6pp |
| Annual return | -8.10% | -13.67%+5.6pp | 702.45%-710.5pp | -7.85%-0.2pp |
| Employer contribution / active EE | $5,435 | $2,219+144.9% | $3,008+80.7% | $2,597+109.3% |
| Participant deferral / active EE | $8,682 | $3,247+167.4% | $4,395+97.5% | $4,028+115.5% |
| Admin fee / account holder | $578 | $4,398-86.8% | $5,325-89.1% | $5,403-89.3% |