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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 | $57,866 | $82,674-30.0% | $125,381-53.8% | $68,486-15.5% |
| Participation rate | 76.5% | 75.1%+1.4pp | 82.4%-5.9pp | 67.9%+8.6pp |
| Annual return | -17.33% | -5.97%-11.4pp | 572.31%-589.6pp | -7.85%-9.5pp |
| Employer contribution / active EE | $3,759 | $3,382+11.2% | $4,815-21.9% | $2,597+44.8% |
| Participant deferral / active EE | $10,166 | $6,111+66.4% | $7,448+36.5% | $4,028+152.4% |
| Admin fee / account holder | $8,189 | $6,277+30.5% | $10,007-18.2% | $5,404+51.5% |