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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 | $76,058 | $82,678-8.0% | $125,391-39.3% | $68,490+11.0% |
| Participation rate | 85.4% | 75.1%+10.3pp | 82.4%+3.0pp | 67.9%+17.5pp |
| Annual return | -18.21% | -5.97%-12.2pp | 572.41%-590.6pp | -7.85%-10.4pp |
| Employer contribution / active EE | $1,361 | $3,382-59.8% | $4,816-71.7% | $2,597-47.6% |
| Participant deferral / active EE | $3,807 | $6,111-37.7% | $7,448-48.9% | $4,028-5.5% |
| Admin fee / account holder | $1,095 | $6,277-82.6% | $10,009-89.1% | $5,403-79.7% |