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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 | $52,264 | $82,678-36.8% | $125,391-58.3% | $68,490-23.7% |
| Participation rate | 71.4% | 75.1%-3.6pp | 82.4%-11.0pp | 67.9%+3.5pp |
| Annual return | -18.14% | -5.97%-12.2pp | 572.41%-590.6pp | -7.85%-10.3pp |
| Employer contribution / active EE | $2,121 | $3,382-37.3% | $4,816-56.0% | $2,597-18.3% |
| Participant deferral / active EE | $3,510 | $6,111-42.6% | $7,448-52.9% | $4,028-12.9% |
| Admin fee / account holder | $1,353 | $6,277-78.4% | $10,009-86.5% | $5,403-75.0% |