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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 | $42,800 | $82,678-48.2% | $125,391-65.9% | $68,490-37.5% |
| Participation rate | 70.7% | 75.1%-4.4pp | 82.4%-11.7pp | 67.9%+2.8pp |
| Annual return | -17.16% | -5.97%-11.2pp | 572.41%-589.6pp | -7.85%-9.3pp |
| Employer contribution / active EE | $982 | $3,382-71.0% | $4,816-79.6% | $2,597-62.2% |
| Participant deferral / active EE | $3,370 | $6,111-44.9% | $7,448-54.8% | $4,028-16.3% |
| Admin fee / account holder | $12,631 | $6,277+101.2% | $10,009+26.2% | $5,403+133.8% |