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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 | $53,992 | $82,678-34.7% | $125,391-56.9% | $68,490-21.2% |
| Participation rate | 80.6% | 75.1%+5.6pp | 82.4%-1.7pp | 67.9%+12.7pp |
| Annual return | -15.16% | -5.97%-9.2pp | 572.41%-587.6pp | -7.85%-7.3pp |
| Employer contribution / active EE | $2,974 | $3,382-12.1% | $4,816-38.2% | $2,597+14.5% |
| Participant deferral / active EE | $5,930 | $6,111-3.0% | $7,448-20.4% | $4,028+47.2% |
| Admin fee / account holder | $12,485 | $6,277+98.9% | $10,009+24.7% | $5,403+131.1% |