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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 | $70,567 | $82,674-14.6% | $125,381-43.7% | $68,486+3.0% |
| Participation rate | 92.5% | 75.1%+17.4pp | 82.4%+10.1pp | 67.9%+24.6pp |
| Annual return | -17.96% | -5.97%-12.0pp | 572.31%-590.3pp | -7.85%-10.1pp |
| Employer contribution / active EE | $3,302 | $3,382-2.4% | $4,815-31.4% | $2,597+27.2% |
| Participant deferral / active EE | $7,462 | $6,111+22.1% | $7,448+0.2% | $4,028+85.3% |
| Admin fee / account holder | $2,077 | $6,277-66.9% | $10,007-79.2% | $5,404-61.6% |