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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 | $53,803 | $82,674-34.9% | $125,381-57.1% | $68,486-21.4% |
| Participation rate | 73.7% | 75.1%-1.4pp | 82.4%-8.7pp | 67.9%+5.8pp |
| Annual return | -15.39% | -5.97%-9.4pp | 572.31%-587.7pp | -7.85%-7.5pp |
| Employer contribution / active EE | $1,993 | $3,382-41.1% | $4,815-58.6% | $2,597-23.3% |
| Participant deferral / active EE | $4,479 | $6,111-26.7% | $7,448-39.9% | $4,028+11.2% |
| Admin fee / account holder | $2,614 | $6,277-58.4% | $10,007-73.9% | $5,404-51.6% |