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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 | $80,195 | $82,674-3.0% | $125,381-36.0% | $68,486+17.1% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -12.74% | -5.97%-6.8pp | 572.31%-585.0pp | -7.85%-4.9pp |
| Employer contribution / active EE | $2,577 | $3,382-23.8% | $4,815-46.5% | $2,597-0.8% |
| Participant deferral / active EE | $5,613 | $6,111-8.1% | $7,448-24.6% | $4,028+39.4% |
| Admin fee / account holder | $2,675 | $6,277-57.4% | $10,007-73.3% | $5,404-50.5% |