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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 | $56,045 | $82,674-32.2% | $125,363-55.3% | $68,495-18.2% |
| Participation rate | 74.6% | 75.0%-0.4pp | 82.4%-7.7pp | 67.9%+6.8pp |
| Annual return | -13.81% | -5.97%-7.8pp | 572.15%-586.0pp | -7.84%-6.0pp |
| Employer contribution / active EE | $4,653 | $3,382+37.6% | $4,815-3.4% | $2,596+79.2% |
| Participant deferral / active EE | $11,335 | $6,111+85.5% | $7,447+52.2% | $4,028+181.4% |
| Admin fee / account holder | $9,522 | $6,276+51.7% | $10,005-4.8% | $5,403+76.2% |