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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 | $82,678+29.3% | $125,391-14.7% | $68,490+56.1% |
| Participation rate | 73.1% | 75.1%-2.0pp | 82.4%-9.3pp | 67.9%+5.2pp |
| Annual return | -16.62% | -5.97%-10.6pp | 572.41%-589.0pp | -7.85%-8.8pp |
| Employer contribution / active EE | $6,633 | $3,382+96.1% | $4,816+37.7% | $2,597+155.4% |
| Participant deferral / active EE | $2,792 | $6,111-54.3% | $7,448-62.5% | $4,028-30.7% |
| Admin fee / account holder | $3,268 | $6,277-47.9% | $10,009-67.4% | $5,403-39.5% |