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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 | $74,448 | $94,529-21.2% | $140,019-46.8% | $64,173+16.0% |
| Participation rate | 74.4% | 84.1%-9.7pp | 87.5%-13.1pp | 69.6%+4.8pp |
| Annual return | -7.02% | 7.77%-14.8pp | 651.17%-658.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,443 | $3,812-62.1% | $5,605-74.2% | $2,381-39.4% |
| Participant deferral / active EE | $4,007 | $5,250-23.7% | $6,927-42.2% | $3,470+15.5% |
| Admin fee / account holder | $2,507 | $6,741-62.8% | $10,705-76.6% | $4,887-48.7% |