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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 | $75,723 | $82,674-8.4% | $125,381-39.6% | $68,486+10.6% |
| Participation rate | 78.8% | 75.1%+3.8pp | 82.4%-3.5pp | 67.9%+11.0pp |
| Annual return | -10.32% | -5.97%-4.3pp | 572.31%-582.6pp | -7.85%-2.5pp |
| Employer contribution / active EE | $4,468 | $3,382+32.1% | $4,815-7.2% | $2,597+72.1% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,418 | $6,277-13.7% | $10,007-45.9% | $5,404+0.3% |