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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 | $49,022 | $82,678-40.7% | $125,391-60.9% | $68,490-28.4% |
| Participation rate | 81.8% | 75.1%+6.8pp | 82.4%-0.6pp | 67.9%+13.9pp |
| Annual return | -14.80% | -5.97%-8.8pp | 572.41%-587.2pp | -7.85%-6.9pp |
| Employer contribution / active EE | $6,519 | $3,382+92.8% | $4,816+35.4% | $2,597+151.1% |
| Participant deferral / active EE | $4,419 | $6,111-27.7% | $7,448-40.7% | $4,028+9.7% |
| Admin fee / account holder | $1,151 | $6,277-81.7% | $10,009-88.5% | $5,403-78.7% |