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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 | $55,306 | $82,674-33.1% | $125,381-55.9% | $68,486-19.2% |
| Participation rate | 78.1% | 75.1%+3.1pp | 82.4%-4.3pp | 67.9%+10.2pp |
| Annual return | -17.31% | -5.97%-11.3pp | 572.31%-589.6pp | -7.85%-9.5pp |
| Employer contribution / active EE | $2,448 | $3,382-27.6% | $4,815-49.2% | $2,597-5.7% |
| Participant deferral / active EE | $9,851 | $6,111+61.2% | $7,448+32.3% | $4,028+144.6% |
| Admin fee / account holder | $2,976 | $6,277-52.6% | $10,007-70.3% | $5,404-44.9% |