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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 | $84,551 | $82,674+2.3% | $125,381-32.6% | $68,486+23.5% |
| Participation rate | 73.1% | 75.1%-2.0pp | 82.4%-9.3pp | 67.9%+5.2pp |
| Annual return | -17.91% | -5.97%-11.9pp | 572.31%-590.2pp | -7.85%-10.1pp |
| Employer contribution / active EE | $3,529 | $3,382+4.4% | $4,815-26.7% | $2,597+35.9% |
| Participant deferral / active EE | $7,028 | $6,111+15.0% | $7,448-5.6% | $4,028+74.5% |
| Admin fee / account holder | $11,650 | $6,277+85.6% | $10,007+16.4% | $5,404+115.6% |