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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 | $70,834 | $82,674-14.3% | $125,363-43.5% | $68,495+3.4% |
| Participation rate | 78.6% | 75.0%+3.5pp | 82.4%-3.8pp | 67.9%+10.7pp |
| Annual return | -13.89% | -5.97%-7.9pp | 572.15%-586.0pp | -7.84%-6.1pp |
| Employer contribution / active EE | $1,932 | $3,382-42.9% | $4,815-59.9% | $2,596-25.6% |
| Participant deferral / active EE | $2,792 | $6,111-54.3% | $7,447-62.5% | $4,028-30.7% |
| Admin fee / account holder | $2,255 | $6,276-64.1% | $10,005-77.5% | $5,403-58.3% |