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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 | $85,720 | $82,678+3.7% | $125,391-31.6% | $68,490+25.2% |
| Participation rate | 73.9% | 75.1%-1.2pp | 82.4%-8.5pp | 67.9%+6.0pp |
| Annual return | -17.79% | -5.97%-11.8pp | 572.41%-590.2pp | -7.85%-9.9pp |
| Employer contribution / active EE | $5,193 | $3,382+53.5% | $4,816+7.8% | $2,597+100.0% |
| Participant deferral / active EE | $4,328 | $6,111-29.2% | $7,448-41.9% | $4,028+7.5% |
| Admin fee / account holder | $2,650 | $6,277-57.8% | $10,009-73.5% | $5,403-50.9% |