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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 | $67,011 | $82,288-18.6% | $68,794-2.6% | $134,509-50.2% |
| Participation rate | 71.4% | 75.1%-3.6pp | 69.0%+2.4pp | 81.2%-9.8pp |
| Annual return | -19.35% | -2.19%-17.2pp | -6.37%-13.0pp | 418.13%-437.5pp |
| Employer contribution / active EE | $7,187 | $3,301+117.7% | $2,656+170.6% | $4,741+51.6% |
| Participant deferral / active EE | $6,045 | $4,738+27.6% | $3,941+53.4% | $6,400-5.5% |
| Admin fee / account holder | $662 | $6,482-89.8% | $4,934-86.6% | $11,427-94.2% |