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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 | $73,542 | $82,678-11.1% | $125,391-41.3% | $68,490+7.4% |
| Participation rate | 80.9% | 75.1%+5.8pp | 82.4%-1.5pp | 67.9%+13.0pp |
| Annual return | -17.36% | -5.97%-11.4pp | 572.41%-589.8pp | -7.85%-9.5pp |
| Employer contribution / active EE | $2,043 | $3,382-39.6% | $4,816-57.6% | $2,597-21.3% |
| Participant deferral / active EE | $6,058 | $6,111-0.9% | $7,448-18.7% | $4,028+50.4% |
| Admin fee / account holder | $1,522 | $6,277-75.8% | $10,009-84.8% | $5,403-71.8% |