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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 | $39,728 | $82,674-51.9% | $125,381-68.3% | $68,486-42.0% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.4%-2.4pp | 67.9%+12.1pp |
| Annual return | -19.07% | -5.97%-13.1pp | 572.31%-591.4pp | -7.85%-11.2pp |
| Employer contribution / active EE | $1,539 | $3,382-54.5% | $4,815-68.0% | $2,597-40.7% |
| Participant deferral / active EE | $4,935 | $6,111-19.2% | $7,448-33.7% | $4,028+22.5% |
| Admin fee / account holder | $13,651 | $6,277+117.5% | $10,007+36.4% | $5,404+152.6% |