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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 | $58,702 | $82,678-29.0% | $125,391-53.2% | $68,490-14.3% |
| Participation rate | 94.4% | 75.1%+19.4pp | 82.4%+12.1pp | 67.9%+26.5pp |
| Annual return | -14.76% | -5.97%-8.8pp | 572.41%-587.2pp | -7.85%-6.9pp |
| Employer contribution / active EE | $4,566 | $3,382+35.0% | $4,816-5.2% | $2,597+75.8% |
| Participant deferral / active EE | $8,414 | $6,111+37.7% | $7,448+13.0% | $4,028+108.9% |
| Admin fee / account holder | $1,903 | $6,277-69.7% | $10,009-81.0% | $5,403-64.8% |