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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 | $83,233 | $82,678+0.7% | $125,391-33.6% | $68,490+21.5% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -18.67% | -5.97%-12.7pp | 572.41%-591.1pp | -7.85%-10.8pp |
| Employer contribution / active EE | $3,785 | $3,382+11.9% | $4,816-21.4% | $2,597+45.8% |
| Participant deferral / active EE | $8,307 | $6,111+35.9% | $7,448+11.5% | $4,028+106.2% |
| Admin fee / account holder | $1,275 | $6,277-79.7% | $10,009-87.3% | $5,403-76.4% |