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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 | $64,175 | $82,678-22.4% | $125,391-48.8% | $68,490-6.3% |
| Participation rate | 70.4% | 75.1%-4.6pp | 82.4%-12.0pp | 67.9%+2.5pp |
| Annual return | -14.19% | -5.97%-8.2pp | 572.41%-586.6pp | -7.85%-6.3pp |
| Employer contribution / active EE | $4,378 | $3,382+29.4% | $4,816-9.1% | $2,597+68.6% |
| Participant deferral / active EE | $9,304 | $6,111+52.2% | $7,448+24.9% | $4,028+131.0% |
| Admin fee / account holder | $1,240 | $6,277-80.2% | $10,009-87.6% | $5,403-77.0% |