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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 | $77,071 | $69,012+11.7% | $160,009-51.8% | $68,486+12.5% |
| Participation rate | 74.3% | 65.4%+8.9pp | 78.0%-3.7pp | 67.9%+6.4pp |
| Annual return | -17.09% | -9.65%-7.4pp | 408.85%-425.9pp | -7.85%-9.2pp |
| Employer contribution / active EE | $2,706 | $2,212+22.3% | $4,225-36.0% | $2,597+4.2% |
| Participant deferral / active EE | $7,994 | $4,212+89.8% | $6,183+29.3% | $4,028+98.5% |
| Admin fee / account holder | $10,629 | $4,798+121.5% | $8,715+22.0% | $5,404+96.7% |