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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 | $83,624 | $82,674+1.1% | $125,381-33.3% | $68,486+22.1% |
| Participation rate | 82.3% | 75.1%+7.2pp | 82.4%-0.1pp | 67.9%+14.4pp |
| Annual return | -7.59% | -5.97%-1.6pp | 572.31%-579.9pp | -7.85%+0.3pp |
| Employer contribution / active EE | $2,459 | $3,382-27.3% | $4,815-48.9% | $2,597-5.3% |
| Participant deferral / active EE | $8,412 | $6,111+37.7% | $7,448+13.0% | $4,028+108.9% |
| Admin fee / account holder | $1,436 | $6,277-77.1% | $10,007-85.6% | $5,404-73.4% |