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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 | $73,797 | $82,674-10.7% | $125,363-41.1% | $68,495+7.7% |
| Participation rate | 75.9% | 75.0%+0.8pp | 82.4%-6.5pp | 67.9%+8.0pp |
| Annual return | -19.25% | -5.97%-13.3pp | 572.15%-591.4pp | -7.84%-11.4pp |
| Employer contribution / active EE | $2,548 | $3,382-24.7% | $4,815-47.1% | $2,596-1.9% |
| Participant deferral / active EE | $5,485 | $6,111-10.2% | $7,447-26.3% | $4,028+36.2% |
| Admin fee / account holder | $3,005 | $6,276-52.1% | $10,005-70.0% | $5,403-44.4% |