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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 | $42,434 | $82,678-48.7% | $125,391-66.2% | $68,490-38.0% |
| Participation rate | 78.3% | 75.1%+3.2pp | 82.4%-4.1pp | 67.9%+10.4pp |
| Annual return | -18.91% | -5.97%-12.9pp | 572.41%-591.3pp | -7.85%-11.1pp |
| Employer contribution / active EE | $2,893 | $3,382-14.5% | $4,816-39.9% | $2,597+11.4% |
| Participant deferral / active EE | $5,355 | $6,111-12.4% | $7,448-28.1% | $4,028+32.9% |
| Admin fee / account holder | $1,508 | $6,277-76.0% | $10,009-84.9% | $5,403-72.1% |