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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 | $70,936 | $82,678-14.2% | $125,391-43.4% | $68,490+3.6% |
| Participation rate | 96.6% | 75.1%+21.5pp | 82.4%+14.2pp | 67.9%+28.7pp |
| Annual return | -15.68% | -5.97%-9.7pp | 572.41%-588.1pp | -7.85%-7.8pp |
| Employer contribution / active EE | $3,834 | $3,382+13.4% | $4,816-20.4% | $2,597+47.7% |
| Participant deferral / active EE | $7,752 | $6,111+26.8% | $7,448+4.1% | $4,028+92.5% |
| Admin fee / account holder | $7,818 | $6,277+24.5% | $10,009-21.9% | $5,403+44.7% |