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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 | $33,576 | $82,678-59.4% | $125,391-73.2% | $68,490-51.0% |
| Participation rate | 75.7% | 75.1%+0.6pp | 82.4%-6.7pp | 67.9%+7.8pp |
| Annual return | -17.42% | -5.97%-11.4pp | 572.41%-589.8pp | -7.85%-9.6pp |
| Employer contribution / active EE | $2,030 | $3,382-40.0% | $4,816-57.8% | $2,597-21.8% |
| Participant deferral / active EE | $4,176 | $6,111-31.7% | $7,448-43.9% | $4,028+3.7% |
| Admin fee / account holder | $517 | $6,277-91.8% | $10,009-94.8% | $5,403-90.4% |