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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 | $106,927 | $82,674+29.3% | $125,358-14.7% | $68,498+56.1% |
| Participation rate | 73.1% | 75.0%-2.0pp | 82.4%-9.3pp | 67.9%+5.2pp |
| Annual return | -16.62% | -5.97%-10.7pp | 572.03%-588.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $6,633 | $3,381+96.2% | $4,814+37.8% | $2,596+155.4% |
| Participant deferral / active EE | $2,792 | $6,111-54.3% | $7,447-62.5% | $4,027-30.7% |
| Admin fee / account holder | $3,268 | $6,276-47.9% | $10,007-67.3% | $5,403-39.5% |