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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 | $58,611 | $82,674-29.1% | $125,363-53.2% | $68,495-14.4% |
| Participation rate | 78.6% | 75.0%+3.5pp | 82.4%-3.8pp | 67.9%+10.7pp |
| Annual return | -18.76% | -5.97%-12.8pp | 572.15%-590.9pp | -7.84%-10.9pp |
| Employer contribution / active EE | $2,592 | $3,382-23.4% | $4,815-46.2% | $2,596-0.2% |
| Participant deferral / active EE | $5,958 | $6,111-2.5% | $7,447-20.0% | $4,028+47.9% |
| Admin fee / account holder | $2,625 | $6,276-58.2% | $10,005-73.8% | $5,403-51.4% |