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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 | $59,519 | $82,678-28.0% | $125,391-52.5% | $68,490-13.1% |
| Participation rate | 96.8% | 75.1%+21.7pp | 82.4%+14.4pp | 67.9%+28.9pp |
| Annual return | -18.22% | -5.97%-12.2pp | 572.41%-590.6pp | -7.85%-10.4pp |
| Employer contribution / active EE | $3,383 | $3,3820% | $4,816-29.8% | $2,597+30.3% |
| Participant deferral / active EE | $8,590 | $6,111+40.6% | $7,448+15.3% | $4,028+113.3% |
| Admin fee / account holder | $3,375 | $6,277-46.2% | $10,009-66.3% | $5,403-37.5% |