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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 | $60,888 | $82,674-26.4% | $125,381-51.4% | $68,486-11.1% |
| Participation rate | 81.1% | 75.1%+6.1pp | 82.4%-1.3pp | 67.9%+13.2pp |
| Annual return | -18.30% | -5.97%-12.3pp | 572.31%-590.6pp | -7.85%-10.4pp |
| Employer contribution / active EE | $1,203 | $3,382-64.4% | $4,815-75.0% | $2,597-53.7% |
| Participant deferral / active EE | $4,944 | $6,111-19.1% | $7,448-33.6% | $4,028+22.8% |
| Admin fee / account holder | $2,419 | $6,277-61.5% | $10,007-75.8% | $5,404-55.2% |