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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 | $43,740 | $82,674-47.1% | $125,381-65.1% | $68,486-36.1% |
| Participation rate | 81.4% | 75.1%+6.3pp | 82.4%-1.0pp | 67.9%+13.5pp |
| Annual return | -16.01% | -5.97%-10.0pp | 572.31%-588.3pp | -7.85%-8.2pp |
| Employer contribution / active EE | $2,277 | $3,382-32.7% | $4,815-52.7% | $2,597-12.3% |
| Participant deferral / active EE | $6,679 | $6,111+9.3% | $7,448-10.3% | $4,028+65.8% |
| Admin fee / account holder | $11,391 | $6,277+81.5% | $10,007+13.8% | $5,404+110.8% |