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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 | $65,218 | $82,674-21.1% | $125,363-48.0% | $68,495-4.8% |
| Participation rate | 74.2% | 75.0%-0.9pp | 82.4%-8.2pp | 67.9%+6.3pp |
| Annual return | -18.28% | -5.97%-12.3pp | 572.15%-590.4pp | -7.84%-10.4pp |
| Employer contribution / active EE | $3,223 | $3,382-4.7% | $4,815-33.1% | $2,596+24.1% |
| Participant deferral / active EE | $7,869 | $6,111+28.8% | $7,447+5.7% | $4,028+95.4% |
| Admin fee / account holder | $2,090 | $6,276-66.7% | $10,005-79.1% | $5,403-61.3% |