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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 | $57,581 | $82,678-30.4% | $125,391-54.1% | $68,490-15.9% |
| Participation rate | 87.0% | 75.1%+11.9pp | 82.4%+4.6pp | 67.9%+19.1pp |
| Annual return | -12.57% | -5.97%-6.6pp | 572.41%-585.0pp | -7.85%-4.7pp |
| Employer contribution / active EE | $2,308 | $3,382-31.8% | $4,816-52.1% | $2,597-11.1% |
| Participant deferral / active EE | $7,100 | $6,111+16.2% | $7,448-4.7% | $4,028+76.3% |
| Admin fee / account holder | $5,024 | $6,277-20.0% | $10,009-49.8% | $5,403-7.0% |