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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 | $37,152 | $82,678-55.1% | $125,391-70.4% | $68,490-45.8% |
| Participation rate | 77.2% | 75.1%+2.2pp | 82.4%-5.2pp | 67.9%+9.3pp |
| Annual return | -18.42% | -5.97%-12.5pp | 572.41%-590.8pp | -7.85%-10.6pp |
| Employer contribution / active EE | $1,643 | $3,382-51.4% | $4,816-65.9% | $2,597-36.7% |
| Participant deferral / active EE | $4,180 | $6,111-31.6% | $7,448-43.9% | $4,028+3.8% |
| Admin fee / account holder | $1,868 | $6,277-70.2% | $10,009-81.3% | $5,403-65.4% |