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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 | $79,826 | $82,674-3.4% | $125,381-36.3% | $68,486+16.6% |
| Participation rate | 73.5% | 75.1%-1.5pp | 82.4%-8.8pp | 67.9%+5.6pp |
| Annual return | -18.91% | -5.97%-12.9pp | 572.31%-591.2pp | -7.85%-11.1pp |
| Employer contribution / active EE | $3,244 | $3,382-4.1% | $4,815-32.6% | $2,597+24.9% |
| Participant deferral / active EE | $11,076 | $6,111+81.2% | $7,448+48.7% | $4,028+175.0% |
| Admin fee / account holder | $3,629 | $6,277-42.2% | $10,007-63.7% | $5,404-32.8% |