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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 | $41,941 | $82,674-49.3% | $125,381-66.5% | $68,486-38.8% |
| Participation rate | 75.8% | 75.1%+0.8pp | 82.4%-6.6pp | 67.9%+7.9pp |
| Annual return | -16.44% | -5.97%-10.5pp | 572.31%-588.8pp | -7.85%-8.6pp |
| Employer contribution / active EE | $1,663 | $3,382-50.8% | $4,815-65.5% | $2,597-36.0% |
| Participant deferral / active EE | $4,875 | $6,111-20.2% | $7,448-34.5% | $4,028+21.1% |
| Admin fee / account holder | $1,824 | $6,277-70.9% | $10,007-81.8% | $5,404-66.2% |