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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 | $51,007 | $82,674-38.3% | $125,381-59.3% | $68,486-25.5% |
| Participation rate | 74.4% | 75.1%-0.7pp | 82.4%-8.0pp | 67.9%+6.5pp |
| Annual return | -11.28% | -5.97%-5.3pp | 572.31%-583.6pp | -7.85%-3.4pp |
| Employer contribution / active EE | $3,003 | $3,382-11.2% | $4,815-37.6% | $2,597+15.6% |
| Participant deferral / active EE | $7,417 | $6,111+21.4% | $7,448-0.4% | $4,028+84.1% |
| Admin fee / account holder | $5,678 | $6,277-9.5% | $10,007-43.3% | $5,404+5.1% |