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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 | $64,252 | $82,678-22.3% | $125,391-48.8% | $68,490-6.2% |
| Participation rate | 70.4% | 75.1%-4.7pp | 82.4%-12.0pp | 67.9%+2.5pp |
| Annual return | -15.41% | -5.97%-9.4pp | 572.41%-587.8pp | -7.85%-7.6pp |
| Employer contribution / active EE | $3,081 | $3,382-8.9% | $4,816-36.0% | $2,597+18.7% |
| Participant deferral / active EE | $10,036 | $6,111+64.2% | $7,448+34.7% | $4,028+149.2% |
| Admin fee / account holder | $3,403 | $6,277-45.8% | $10,009-66.0% | $5,403-37.0% |