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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 | $64,708 | $82,324-21.4% | $68,803-6.0% | $134,545-51.9% |
| Participation rate | 77.8% | 75.1%+2.7pp | 69.0%+8.8pp | 81.2%-3.5pp |
| Annual return | -15.41% | -2.17%-13.2pp | -6.37%-9.0pp | 418.37%-433.8pp |
| Employer contribution / active EE | $1,571 | $3,302-52.4% | $2,656-40.8% | $4,742-66.9% |
| Participant deferral / active EE | $4,250 | $4,740-10.3% | $3,942+7.8% | $6,401-33.6% |
| Admin fee / account holder | $3,084 | $6,485-52.4% | $4,936-37.5% | $11,431-73.0% |