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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 | $65,531 | $82,678-20.7% | $125,391-47.7% | $68,490-4.3% |
| Participation rate | 84.6% | 75.1%+9.6pp | 82.4%+2.2pp | 67.9%+16.7pp |
| Annual return | -19.37% | -5.97%-13.4pp | 572.41%-591.8pp | -7.85%-11.5pp |
| Employer contribution / active EE | $2,456 | $3,382-27.4% | $4,816-49.0% | $2,597-5.4% |
| Participant deferral / active EE | $6,890 | $6,111+12.7% | $7,448-7.5% | $4,028+71.1% |
| Admin fee / account holder | $667 | $6,277-89.4% | $10,009-93.3% | $5,403-87.7% |