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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 | $29,455 | $82,678-64.4% | $125,391-76.5% | $68,490-57.0% |
| Participation rate | 81.3% | 75.1%+6.2pp | 82.4%-1.1pp | 67.9%+13.4pp |
| Annual return | -16.09% | -5.97%-10.1pp | 572.41%-588.5pp | -7.85%-8.2pp |
| Employer contribution / active EE | $2,111 | $3,382-37.6% | $4,816-56.2% | $2,597-18.7% |
| Participant deferral / active EE | $4,583 | $6,111-25.0% | $7,448-38.5% | $4,028+13.8% |
| Admin fee / account holder | $4,163 | $6,277-33.7% | $10,009-58.4% | $5,403-22.9% |