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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 | $62,753 | $82,678-24.1% | $125,391-50.0% | $68,490-8.4% |
| Participation rate | 73.7% | 75.1%-1.4pp | 82.4%-8.7pp | 67.9%+5.8pp |
| Annual return | -18.93% | -5.97%-13.0pp | 572.41%-591.3pp | -7.85%-11.1pp |
| Employer contribution / active EE | $1,699 | $3,382-49.8% | $4,816-64.7% | $2,597-34.6% |
| Participant deferral / active EE | $2,847 | $6,111-53.4% | $7,448-61.8% | $4,028-29.3% |
| Admin fee / account holder | $15,010 | $6,277+139.1% | $10,009+50.0% | $5,403+177.8% |