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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 | $75,798 | $75,959-0.2% | $154,114-50.8% | $64,181+18.1% |
| Participation rate | 76.7% | 70.4%+6.3pp | 83.0%-6.4pp | 69.6%+7.1pp |
| Annual return | -6.83% | 30.32%-37.1pp | 735.16%-742.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $2,077 | $3,350-38.0% | $5,298-60.8% | $2,381-12.8% |
| Participant deferral / active EE | $3,246 | $3,175+2.2% | $5,081-36.1% | $3,470-6.5% |
| Admin fee / account holder | $8,898 | $5,589+59.2% | $13,411-33.7% | $4,887+82.1% |