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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 | $71,107 | $82,678-14.0% | $125,391-43.3% | $68,490+3.8% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -15.54% | -5.97%-9.6pp | 572.41%-588.0pp | -7.85%-7.7pp |
| Employer contribution / active EE | $5,633 | $3,382+66.6% | $4,816+17.0% | $2,597+116.9% |
| Participant deferral / active EE | $9,461 | $6,111+54.8% | $7,448+27.0% | $4,028+134.9% |
| Admin fee / account holder | $3,780 | $6,277-39.8% | $10,009-62.2% | $5,403-30.0% |