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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 | $61,896 | $82,674-25.1% | $125,381-50.6% | $68,486-9.6% |
| Participation rate | 78.6% | 75.1%+3.5pp | 82.4%-3.8pp | 67.9%+10.7pp |
| Annual return | -13.96% | -5.97%-8.0pp | 572.31%-586.3pp | -7.85%-6.1pp |
| Employer contribution / active EE | $1,767 | $3,382-47.8% | $4,815-63.3% | $2,597-32.0% |
| Participant deferral / active EE | $7,489 | $6,111+22.6% | $7,448+0.6% | $4,028+85.9% |
| Admin fee / account holder | $3,810 | $6,277-39.3% | $10,007-61.9% | $5,404-29.5% |