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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 | $63,172 | $82,678-23.6% | $125,391-49.6% | $68,490-7.8% |
| Participation rate | 81.4% | 75.1%+6.4pp | 82.4%-1.0pp | 67.9%+13.5pp |
| Annual return | -14.97% | -5.97%-9.0pp | 572.41%-587.4pp | -7.85%-7.1pp |
| Employer contribution / active EE | $1,295 | $3,382-61.7% | $4,816-73.1% | $2,597-50.1% |
| Participant deferral / active EE | $3,926 | $6,111-35.8% | $7,448-47.3% | $4,028-2.5% |
| Admin fee / account holder | $2,783 | $6,277-55.7% | $10,009-72.2% | $5,403-48.5% |