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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 | $49,503 | $82,678-40.1% | $125,391-60.5% | $68,490-27.7% |
| Participation rate | 77.8% | 75.1%+2.7pp | 82.4%-4.6pp | 67.9%+9.9pp |
| Annual return | -13.57% | -5.97%-7.6pp | 572.41%-586.0pp | -7.85%-5.7pp |
| Employer contribution / active EE | $2,587 | $3,382-23.5% | $4,816-46.3% | $2,597-0.4% |
| Participant deferral / active EE | $4,606 | $6,111-24.6% | $7,448-38.2% | $4,028+14.4% |
| Admin fee / account holder | $41,821 | $6,277+566.2% | $10,009+317.8% | $5,403+674.0% |