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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 | $54,929 | $82,674-33.6% | $125,381-56.2% | $68,486-19.8% |
| Participation rate | 74.2% | 75.1%-0.9pp | 82.4%-8.2pp | 67.9%+6.3pp |
| Annual return | -15.52% | -5.97%-9.5pp | 572.31%-587.8pp | -7.85%-7.7pp |
| Employer contribution / active EE | $2,439 | $3,382-27.9% | $4,815-49.3% | $2,597-6.1% |
| Participant deferral / active EE | $5,174 | $6,111-15.3% | $7,448-30.5% | $4,028+28.5% |
| Admin fee / account holder | $1,347 | $6,277-78.5% | $10,007-86.5% | $5,404-75.1% |