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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 | $54,571 | $82,678-34.0% | $125,391-56.5% | $68,490-20.3% |
| Participation rate | 75.8% | 75.1%+0.7pp | 82.4%-6.6pp | 67.9%+7.9pp |
| Annual return | -15.78% | -5.97%-9.8pp | 572.41%-588.2pp | -7.85%-7.9pp |
| Employer contribution / active EE | $3,953 | $3,382+16.9% | $4,816-17.9% | $2,597+52.2% |
| Participant deferral / active EE | $5,396 | $6,111-11.7% | $7,448-27.6% | $4,028+34.0% |
| Admin fee / account holder | $6,089 | $6,277-3.0% | $10,009-39.2% | $5,403+12.7% |