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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 | $83,172 | $82,678+0.6% | $125,391-33.7% | $68,490+21.4% |
| Participation rate | 81.3% | 75.1%+6.2pp | 82.4%-1.1pp | 67.9%+13.4pp |
| Annual return | -19.06% | -5.97%-13.1pp | 572.41%-591.5pp | -7.85%-11.2pp |
| Employer contribution / active EE | $2,332 | $3,382-31.0% | $4,816-51.6% | $2,597-10.2% |
| Participant deferral / active EE | $7,368 | $6,111+20.6% | $7,448-1.1% | $4,028+82.9% |
| Admin fee / account holder | $6,588 | $6,277+4.9% | $10,009-34.2% | $5,403+21.9% |