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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 | $82,275 | $82,674-0.5% | $125,381-34.4% | $68,486+20.1% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -18.18% | -5.97%-12.2pp | 572.31%-590.5pp | -7.85%-10.3pp |
| Employer contribution / active EE | $2,016 | $3,382-40.4% | $4,815-58.1% | $2,597-22.4% |
| Participant deferral / active EE | $9,962 | $6,111+63.0% | $7,448+33.8% | $4,028+147.3% |
| Admin fee / account holder | $2,271 | $6,277-63.8% | $10,007-77.3% | $5,404-58.0% |