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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 | $31,350 | $82,678-62.1% | $125,391-75.0% | $68,490-54.2% |
| Participation rate | 73.2% | 75.1%-1.8pp | 82.4%-9.1pp | 67.9%+5.3pp |
| Annual return | -11.60% | -5.97%-5.6pp | 572.41%-584.0pp | -7.85%-3.7pp |
| Employer contribution / active EE | $2,091 | $3,382-38.2% | $4,816-56.6% | $2,597-19.5% |
| Participant deferral / active EE | $8,756 | $6,111+43.3% | $7,448+17.6% | $4,028+117.4% |
| Admin fee / account holder | $771 | $6,277-87.7% | $10,009-92.3% | $5,403-85.7% |