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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 | $54,532 | $82,674-34.0% | $125,381-56.5% | $68,486-20.4% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.4%-2.4pp | 67.9%+12.1pp |
| Annual return | -14.81% | -5.97%-8.8pp | 572.31%-587.1pp | -7.85%-7.0pp |
| Employer contribution / active EE | $3,821 | $3,382+13.0% | $4,815-20.6% | $2,597+47.2% |
| Participant deferral / active EE | $9,419 | $6,111+54.1% | $7,448+26.5% | $4,028+133.9% |
| Admin fee / account holder | $1,250 | $6,277-80.1% | $10,007-87.5% | $5,404-76.9% |