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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 | $56,794 | $82,674-31.3% | $125,381-54.7% | $68,486-17.1% |
| Participation rate | 82.2% | 75.1%+7.1pp | 82.4%-0.2pp | 67.9%+14.3pp |
| Annual return | -18.75% | -5.97%-12.8pp | 572.31%-591.1pp | -7.85%-10.9pp |
| Employer contribution / active EE | $4,002 | $3,382+18.4% | $4,815-16.9% | $2,597+54.1% |
| Participant deferral / active EE | $8,633 | $6,111+41.3% | $7,448+15.9% | $4,028+114.3% |
| Admin fee / account holder | $874 | $6,277-86.1% | $10,007-91.3% | $5,404-83.8% |