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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 | $51,130 | $82,674-38.2% | $125,381-59.2% | $68,486-25.3% |
| Participation rate | 73.0% | 75.1%-2.1pp | 82.4%-9.4pp | 67.9%+5.1pp |
| Annual return | -17.80% | -5.97%-11.8pp | 572.31%-590.1pp | -7.85%-9.9pp |
| Employer contribution / active EE | $2,400 | $3,382-29.0% | $4,815-50.2% | $2,597-7.6% |
| Participant deferral / active EE | $5,966 | $6,111-2.4% | $7,448-19.9% | $4,028+48.1% |
| Admin fee / account holder | $801 | $6,277-87.2% | $10,007-92.0% | $5,404-85.2% |