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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 | $58,269 | $82,674-29.5% | $125,381-53.5% | $68,486-14.9% |
| Participation rate | 98.5% | 75.1%+23.5pp | 82.4%+16.2pp | 67.9%+30.6pp |
| Annual return | -13.87% | -5.97%-7.9pp | 572.31%-586.2pp | -7.85%-6.0pp |
| Employer contribution / active EE | $2,798 | $3,382-17.3% | $4,815-41.9% | $2,597+7.8% |
| Participant deferral / active EE | $7,394 | $6,111+21.0% | $7,448-0.7% | $4,028+83.6% |
| Admin fee / account holder | $12,875 | $6,277+105.1% | $10,007+28.7% | $5,404+138.3% |