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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 | $42,924 | $82,678-48.1% | $125,391-65.8% | $68,490-37.3% |
| Participation rate | 78.1% | 75.1%+3.1pp | 82.4%-4.3pp | 67.9%+10.2pp |
| Annual return | -16.85% | -5.97%-10.9pp | 572.41%-589.3pp | -7.85%-9.0pp |
| Employer contribution / active EE | $1,751 | $3,382-48.2% | $4,816-63.6% | $2,597-32.6% |
| Participant deferral / active EE | $5,538 | $6,111-9.4% | $7,448-25.6% | $4,028+37.5% |
| Admin fee / account holder | $2,273 | $6,277-63.8% | $10,009-77.3% | $5,403-57.9% |