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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 | $78,243 | $82,678-5.4% | $125,391-37.6% | $68,490+14.2% |
| Participation rate | 75.4% | 75.1%+0.3pp | 82.4%-7.0pp | 67.9%+7.5pp |
| Annual return | -6.67% | -5.97%-0.7pp | 572.41%-579.1pp | -7.85%+1.2pp |
| Employer contribution / active EE | $5,569 | $3,382+64.6% | $4,816+15.6% | $2,597+114.5% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,852 | $6,277-38.6% | $10,009-61.5% | $5,403-28.7% |