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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 | $69,653 | $82,674-15.7% | $125,363-44.4% | $68,495+1.7% |
| Participation rate | 79.6% | 75.0%+4.6pp | 82.4%-2.7pp | 67.9%+11.7pp |
| Annual return | -18.17% | -5.97%-12.2pp | 572.15%-590.3pp | -7.84%-10.3pp |
| Employer contribution / active EE | $707 | $3,382-79.1% | $4,815-85.3% | $2,596-72.8% |
| Participant deferral / active EE | $4,250 | $6,111-30.4% | $7,447-42.9% | $4,028+5.5% |
| Admin fee / account holder | $6,246 | $6,276-0.5% | $10,005-37.6% | $5,403+15.6% |