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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 | $31,649 | $82,674-61.7% | $125,381-74.8% | $68,486-53.8% |
| Participation rate | 72.5% | 75.1%-2.6pp | 82.4%-9.9pp | 67.9%+4.6pp |
| Annual return | -15.32% | -5.97%-9.3pp | 572.31%-587.6pp | -7.85%-7.5pp |
| Employer contribution / active EE | $3,886 | $3,382+14.9% | $4,815-19.3% | $2,597+49.7% |
| Participant deferral / active EE | $6,238 | $6,111+2.1% | $7,448-16.2% | $4,028+54.9% |
| Admin fee / account holder | $8,323 | $6,277+32.6% | $10,007-16.8% | $5,404+54.0% |