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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 | $29,151 | $82,674-64.7% | $125,381-76.7% | $68,486-57.4% |
| Participation rate | 70.4% | 75.1%-4.7pp | 82.4%-12.0pp | 67.9%+2.5pp |
| Annual return | -15.07% | -5.97%-9.1pp | 572.31%-587.4pp | -7.85%-7.2pp |
| Employer contribution / active EE | $1,796 | $3,382-46.9% | $4,815-62.7% | $2,597-30.8% |
| Participant deferral / active EE | $4,522 | $6,111-26.0% | $7,448-39.3% | $4,028+12.3% |
| Admin fee / account holder | $3,095 | $6,277-50.7% | $10,007-69.1% | $5,404-42.7% |