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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 | $42,979 | $82,674-48.0% | $125,381-65.7% | $68,486-37.2% |
| Participation rate | 72.5% | 75.1%-2.6pp | 82.4%-9.9pp | 67.9%+4.6pp |
| Annual return | -15.24% | -5.97%-9.3pp | 572.31%-587.6pp | -7.85%-7.4pp |
| Employer contribution / active EE | $3,367 | $3,382-0.4% | $4,815-30.1% | $2,597+29.7% |
| Participant deferral / active EE | $7,281 | $6,111+19.1% | $7,448-2.2% | $4,028+80.8% |
| Admin fee / account holder | $9,248 | $6,277+47.3% | $10,007-7.6% | $5,404+71.1% |