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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 | $71,962 | $82,674-13.0% | $125,381-42.6% | $68,486+5.1% |
| Participation rate | 91.7% | 75.1%+16.6pp | 82.4%+9.3pp | 67.9%+23.8pp |
| Annual return | -15.19% | -5.97%-9.2pp | 572.31%-587.5pp | -7.85%-7.3pp |
| Employer contribution / active EE | $1,276 | $3,382-62.3% | $4,815-73.5% | $2,597-50.9% |
| Participant deferral / active EE | $7,922 | $6,111+29.6% | $7,448+6.4% | $4,028+96.7% |
| Admin fee / account holder | $11,245 | $6,277+79.2% | $10,007+12.4% | $5,404+108.1% |