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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 | $74,183 | $75,962-2.3% | $154,108-51.9% | $64,173+15.6% |
| Participation rate | 75.9% | 70.4%+5.4pp | 83.0%-7.2pp | 69.6%+6.3pp |
| Annual return | -6.31% | 30.32%-36.6pp | 735.21%-741.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,681 | $3,350-49.8% | $5,298-68.3% | $2,381-29.4% |
| Participant deferral / active EE | $4,049 | $3,175+27.5% | $5,081-20.3% | $3,470+16.7% |
| Admin fee / account holder | $5,124 | $5,589-8.3% | $13,411-61.8% | $4,887+4.8% |