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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 | $30,607 | $82,674-63.0% | $125,358-75.6% | $68,498-55.3% |
| Participation rate | 70.7% | 75.0%-4.3pp | 82.4%-11.6pp | 67.9%+2.8pp |
| Annual return | -19.18% | -5.97%-13.2pp | 572.03%-591.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $5,185 | $3,381+53.3% | $4,814+7.7% | $2,596+99.7% |
| Participant deferral / active EE | $10,990 | $6,111+79.8% | $7,447+47.6% | $4,027+172.9% |
| Admin fee / account holder | $6,063 | $6,276-3.4% | $10,007-39.4% | $5,403+12.2% |