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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 | $56,834 | $82,674-31.3% | $125,381-54.7% | $68,486-17.0% |
| Participation rate | 72.2% | 75.1%-2.8pp | 82.4%-10.2pp | 67.9%+4.3pp |
| Annual return | -15.20% | -5.97%-9.2pp | 572.31%-587.5pp | -7.85%-7.3pp |
| Employer contribution / active EE | $2,137 | $3,382-36.8% | $4,815-55.6% | $2,597-17.7% |
| Participant deferral / active EE | $3,347 | $6,111-45.2% | $7,448-55.1% | $4,028-16.9% |
| Admin fee / account holder | $3,092 | $6,277-50.7% | $10,007-69.1% | $5,404-42.8% |