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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 | $72,323 | $82,674-12.5% | $125,381-42.3% | $68,486+5.6% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -17.58% | -5.97%-11.6pp | 572.31%-589.9pp | -7.85%-9.7pp |
| Employer contribution / active EE | $3,187 | $3,382-5.8% | $4,815-33.8% | $2,597+22.7% |
| Participant deferral / active EE | $8,256 | $6,111+35.1% | $7,448+10.9% | $4,028+105.0% |
| Admin fee / account holder | $3,759 | $6,277-40.1% | $10,007-62.4% | $5,404-30.4% |