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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 | $53,383 | $82,674-35.4% | $125,381-57.4% | $68,486-22.1% |
| Participation rate | 73.1% | 75.1%-1.9pp | 82.4%-9.2pp | 67.9%+5.2pp |
| Annual return | -17.12% | -5.97%-11.2pp | 572.31%-589.4pp | -7.85%-9.3pp |
| Employer contribution / active EE | $2,406 | $3,382-28.8% | $4,815-50.0% | $2,597-7.3% |
| Participant deferral / active EE | $7,482 | $6,111+22.4% | $7,448+0.5% | $4,028+85.8% |
| Admin fee / account holder | $1,904 | $6,277-69.7% | $10,007-81.0% | $5,404-64.8% |