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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 | $53,372 | $82,678-35.4% | $125,391-57.4% | $68,490-22.1% |
| Participation rate | 98.2% | 75.1%+23.1pp | 82.4%+15.8pp | 67.9%+30.3pp |
| Annual return | -15.74% | -5.97%-9.8pp | 572.41%-588.2pp | -7.85%-7.9pp |
| Employer contribution / active EE | $3,141 | $3,382-7.1% | $4,816-34.8% | $2,597+21.0% |
| Participant deferral / active EE | $8,943 | $6,111+46.3% | $7,448+20.1% | $4,028+122.0% |
| Admin fee / account holder | $7,134 | $6,277+13.6% | $10,009-28.7% | $5,403+32.0% |