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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 | $48,271 | $82,674-41.6% | $125,381-61.5% | $68,486-29.5% |
| Participation rate | 76.0% | 75.1%+0.9pp | 82.4%-6.4pp | 67.9%+8.1pp |
| Annual return | -17.35% | -5.97%-11.4pp | 572.31%-589.7pp | -7.85%-9.5pp |
| Employer contribution / active EE | $4,213 | $3,382+24.6% | $4,815-12.5% | $2,597+62.3% |
| Participant deferral / active EE | $7,352 | $6,111+20.3% | $7,448-1.3% | $4,028+82.5% |
| Admin fee / account holder | $8,114 | $6,277+29.3% | $10,007-18.9% | $5,404+50.2% |