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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 | $57,095 | $53,546+6.6% | $69,890-18.3% | $68,490-16.6% |
| Participation rate | 98.8% | 64.5%+34.2pp | 70.5%+28.3pp | 67.9%+30.9pp |
| Annual return | -15.58% | -13.87%-1.7pp | 190.84%-206.4pp | -7.85%-7.7pp |
| Employer contribution / active EE | $4,539 | $2,019+124.8% | $2,560+77.3% | $2,597+74.8% |
| Participant deferral / active EE | $3,825 | $2,957+29.4% | $3,848-0.6% | $4,028-5.0% |
| Admin fee / account holder | $3,333 | $4,693-29.0% | $6,267-46.8% | $5,403-38.3% |