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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 | $79,124 | $82,674-4.3% | $125,381-36.9% | $68,486+15.5% |
| Participation rate | 82.3% | 75.1%+7.2pp | 82.4%-0.1pp | 67.9%+14.4pp |
| Annual return | -18.21% | -5.97%-12.2pp | 572.31%-590.5pp | -7.85%-10.4pp |
| Employer contribution / active EE | $4,279 | $3,382+26.5% | $4,815-11.1% | $2,597+64.8% |
| Participant deferral / active EE | $9,210 | $6,111+50.7% | $7,448+23.7% | $4,028+128.7% |
| Admin fee / account holder | $14,630 | $6,277+133.1% | $10,007+46.2% | $5,404+170.7% |