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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 | $78,467 | $78,694-0.3% | $67,653+16.0% | $125,388-37.4% |
| Participation rate | 75.0% | 78.8%-3.8pp | 75.7%-0.7pp | 83.2%-8.2pp |
| Annual return | -2.85% | 9.46%-12.3pp | 6625.22%-6628.1pp | 282.24%-285.1pp |
| Employer contribution / active EE | $9,589 | $3,044+215.1% | $2,266+323.3% | $4,866+97.1% |
| Participant deferral / active EE | $6,553 | $4,292+52.7% | $3,560+84.1% | $5,352+22.4% |
| Admin fee / account holder | $5,133 | $7,403-30.7% | $4,821+6.5% | $9,541-46.2% |