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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 | $32,985 | $82,678-60.1% | $125,391-73.7% | $68,490-51.8% |
| Participation rate | 75.3% | 75.1%+0.3pp | 82.4%-7.0pp | 67.9%+7.4pp |
| Annual return | -17.47% | -5.97%-11.5pp | 572.41%-589.9pp | -7.85%-9.6pp |
| Employer contribution / active EE | $3,143 | $3,382-7.1% | $4,816-34.7% | $2,597+21.0% |
| Participant deferral / active EE | $3,655 | $6,111-40.2% | $7,448-50.9% | $4,028-9.3% |
| Admin fee / account holder | $2,704 | $6,277-56.9% | $10,009-73.0% | $5,403-49.9% |