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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 | $96,797 | $82,674+17.1% | $125,381-22.8% | $68,486+41.3% |
| Participation rate | 84.0% | 75.1%+8.9pp | 82.4%+1.6pp | 67.9%+16.1pp |
| Annual return | -13.71% | -5.97%-7.7pp | 572.31%-586.0pp | -7.85%-5.9pp |
| Employer contribution / active EE | $1,975 | $3,382-41.6% | $4,815-59.0% | $2,597-23.9% |
| Participant deferral / active EE | $8,032 | $6,111+31.4% | $7,448+7.8% | $4,028+99.4% |
| Admin fee / account holder | $2,960 | $6,277-52.8% | $10,007-70.4% | $5,404-45.2% |