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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 | $27,533 | $82,678-66.7% | $125,391-78.0% | $68,490-59.8% |
| Participation rate | 73.3% | 75.1%-1.7pp | 82.4%-9.1pp | 67.9%+5.4pp |
| Annual return | -18.72% | -5.97%-12.8pp | 572.41%-591.1pp | -7.85%-10.9pp |
| Employer contribution / active EE | $1,714 | $3,382-49.3% | $4,816-64.4% | $2,597-34.0% |
| Participant deferral / active EE | $5,354 | $6,111-12.4% | $7,448-28.1% | $4,028+32.9% |
| Admin fee / account holder | $2,814 | $6,277-55.2% | $10,009-71.9% | $5,403-47.9% |