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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 | $41,937 | $82,674-49.3% | $125,381-66.6% | $68,486-38.8% |
| Participation rate | 71.4% | 75.1%-3.6pp | 82.4%-11.0pp | 67.9%+3.5pp |
| Annual return | -15.09% | -5.97%-9.1pp | 572.31%-587.4pp | -7.85%-7.2pp |
| Employer contribution / active EE | $4,600 | $3,382+36.0% | $4,815-4.5% | $2,597+77.1% |
| Participant deferral / active EE | $10,486 | $6,111+71.6% | $7,448+40.8% | $4,028+160.4% |
| Admin fee / account holder | $26,800 | $6,277+327.0% | $10,007+167.8% | $5,404+396.0% |