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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 | $36,533 | $68,996-47.1% | $159,991-77.2% | $68,495-46.7% |
| Participation rate | 71.4% | 65.4%+6.0pp | 78.0%-6.5pp | 67.9%+3.5pp |
| Annual return | -18.40% | -9.65%-8.8pp | 408.82%-427.2pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,766 | $2,212-20.2% | $4,225-58.2% | $2,596-32.0% |
| Participant deferral / active EE | $5,499 | $4,211+30.6% | $6,183-11.1% | $4,028+36.5% |
| Admin fee / account holder | $5,405 | $4,797+12.7% | $8,715-38.0% | $5,4030% |