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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 | $48,787 | $82,678-41.0% | $125,391-61.1% | $68,490-28.8% |
| Participation rate | 71.1% | 75.1%-4.0pp | 82.4%-11.3pp | 67.9%+3.2pp |
| Annual return | -15.30% | -5.97%-9.3pp | 572.41%-587.7pp | -7.85%-7.4pp |
| Employer contribution / active EE | $2,736 | $3,382-19.1% | $4,816-43.2% | $2,597+5.3% |
| Participant deferral / active EE | $5,786 | $6,111-5.3% | $7,448-22.3% | $4,028+43.7% |
| Admin fee / account holder | $4,162 | $6,277-33.7% | $10,009-58.4% | $5,403-23.0% |