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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 | $79,283 | $82,674-4.1% | $125,381-36.8% | $68,486+15.8% |
| Participation rate | 89.7% | 75.1%+14.6pp | 82.4%+7.3pp | 67.9%+21.8pp |
| Annual return | -11.14% | -5.97%-5.2pp | 572.31%-583.4pp | -7.85%-3.3pp |
| Employer contribution / active EE | $4,312 | $3,382+27.5% | $4,815-10.5% | $2,597+66.1% |
| Participant deferral / active EE | $8,313 | $6,111+36.0% | $7,448+11.6% | $4,028+106.4% |
| Admin fee / account holder | $45,320 | $6,277+622.0% | $10,007+352.9% | $5,404+738.7% |