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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 | $62,039 | $82,674-25.0% | $125,381-50.5% | $68,486-9.4% |
| Participation rate | 73.3% | 75.1%-1.7pp | 82.4%-9.0pp | 67.9%+5.4pp |
| Annual return | -16.40% | -5.97%-10.4pp | 572.31%-588.7pp | -7.85%-8.5pp |
| Employer contribution / active EE | $5,120 | $3,382+51.4% | $4,815+6.3% | $2,597+97.2% |
| Participant deferral / active EE | $3,234 | $6,111-47.1% | $7,448-56.6% | $4,028-19.7% |
| Admin fee / account holder | $5,520 | $6,277-12.1% | $10,007-44.8% | $5,404+2.2% |