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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 | $73,778 | $82,678-10.8% | $125,391-41.2% | $68,490+7.7% |
| Participation rate | 73.1% | 75.1%-2.0pp | 82.4%-9.3pp | 67.9%+5.2pp |
| Annual return | -15.24% | -5.97%-9.3pp | 572.41%-587.7pp | -7.85%-7.4pp |
| Employer contribution / active EE | $2,934 | $3,382-13.3% | $4,816-39.1% | $2,597+13.0% |
| Participant deferral / active EE | $6,300 | $6,111+3.1% | $7,448-15.4% | $4,028+56.4% |
| Admin fee / account holder | $8,925 | $6,277+42.2% | $10,009-10.8% | $5,403+65.2% |