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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 | $56,733 | $82,674-31.4% | $125,363-54.7% | $68,495-17.2% |
| Participation rate | 73.1% | 75.0%-2.0pp | 82.4%-9.3pp | 67.9%+5.2pp |
| Annual return | -16.67% | -5.97%-10.7pp | 572.15%-588.8pp | -7.84%-8.8pp |
| Employer contribution / active EE | $2,441 | $3,382-27.8% | $4,815-49.3% | $2,596-6.0% |
| Participant deferral / active EE | $5,937 | $6,111-2.8% | $7,447-20.3% | $4,028+47.4% |
| Admin fee / account holder | $1,484 | $6,276-76.4% | $10,005-85.2% | $5,403-72.5% |