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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 | $67,806 | $82,674-18.0% | $125,381-45.9% | $68,486-1.0% |
| Participation rate | 81.3% | 75.1%+6.2pp | 82.4%-1.1pp | 67.9%+13.4pp |
| Annual return | -15.23% | -5.97%-9.3pp | 572.31%-587.5pp | -7.85%-7.4pp |
| Employer contribution / active EE | $3,375 | $3,382-0.2% | $4,815-29.9% | $2,597+30.0% |
| Participant deferral / active EE | $5,660 | $6,111-7.4% | $7,448-24.0% | $4,028+40.5% |
| Admin fee / account holder | $18,291 | $6,277+191.4% | $10,007+82.8% | $5,404+238.5% |