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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 | $47,807 | $82,674-42.2% | $125,381-61.9% | $68,486-30.2% |
| Participation rate | 72.7% | 75.1%-2.3pp | 82.4%-9.7pp | 67.9%+4.8pp |
| Annual return | -18.66% | -5.97%-12.7pp | 572.31%-591.0pp | -7.85%-10.8pp |
| Employer contribution / active EE | $2,827 | $3,382-16.4% | $4,815-41.3% | $2,597+8.9% |
| Participant deferral / active EE | $6,307 | $6,111+3.2% | $7,448-15.3% | $4,028+56.6% |
| Admin fee / account holder | $11,086 | $6,277+76.6% | $10,007+10.8% | $5,404+105.1% |