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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 | $61,441 | $82,674-25.7% | $125,381-51.0% | $68,486-10.3% |
| Participation rate | 73.7% | 75.1%-1.4pp | 82.4%-8.7pp | 67.9%+5.8pp |
| Annual return | -17.71% | -5.97%-11.7pp | 572.31%-590.0pp | -7.85%-9.9pp |
| Employer contribution / active EE | $2,682 | $3,382-20.7% | $4,815-44.3% | $2,597+3.3% |
| Participant deferral / active EE | $7,320 | $6,111+19.8% | $7,448-1.7% | $4,028+81.8% |
| Admin fee / account holder | $6,234 | $6,277-0.7% | $10,007-37.7% | $5,404+15.4% |