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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 | $79,861 | $75,962+5.1% | $154,108-48.2% | $64,173+24.4% |
| Participation rate | 70.0% | 70.4%-0.4pp | 83.0%-13.0pp | 69.6%+0.4pp |
| Annual return | -4.64% | 30.32%-35.0pp | 735.21%-739.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $2,188 | $3,350-34.7% | $5,298-58.7% | $2,381-8.1% |
| Participant deferral / active EE | $4,014 | $3,175+26.4% | $5,081-21.0% | $3,470+15.7% |
| Admin fee / account holder | $8,182 | $5,589+46.4% | $13,411-39.0% | $4,887+67.4% |