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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 | $26,234 | $82,674-68.3% | $125,363-79.1% | $68,495-61.7% |
| Participation rate | 72.4% | 75.0%-2.6pp | 82.4%-10.0pp | 67.9%+4.5pp |
| Annual return | -14.72% | -5.97%-8.8pp | 572.15%-586.9pp | -7.84%-6.9pp |
| Employer contribution / active EE | $4,456 | $3,382+31.8% | $4,815-7.4% | $2,596+71.6% |
| Participant deferral / active EE | $9,618 | $6,111+57.4% | $7,447+29.1% | $4,028+138.8% |
| Admin fee / account holder | $506 | $6,276-91.9% | $10,005-94.9% | $5,403-90.6% |