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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 | $60,405 | $82,674-26.9% | $125,381-51.8% | $68,486-11.8% |
| Participation rate | 70.7% | 75.1%-4.4pp | 82.4%-11.7pp | 67.9%+2.8pp |
| Annual return | -16.75% | -5.97%-10.8pp | 572.31%-589.1pp | -7.85%-8.9pp |
| Employer contribution / active EE | $1,506 | $3,382-55.5% | $4,815-68.7% | $2,597-42.0% |
| Participant deferral / active EE | $3,128 | $6,111-48.8% | $7,448-58.0% | $4,028-22.3% |
| Admin fee / account holder | $6,443 | $6,277+2.7% | $10,007-35.6% | $5,404+19.2% |