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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 | $81,844 | $82,674-1.0% | $125,381-34.7% | $68,486+19.5% |
| Participation rate | 93.1% | 75.1%+18.1pp | 82.4%+10.7pp | 67.9%+25.2pp |
| Annual return | -15.36% | -5.97%-9.4pp | 572.31%-587.7pp | -7.85%-7.5pp |
| Employer contribution / active EE | $1,301 | $3,382-61.5% | $4,815-73.0% | $2,597-49.9% |
| Participant deferral / active EE | $7,045 | $6,111+15.3% | $7,448-5.4% | $4,028+74.9% |
| Admin fee / account holder | $6,030 | $6,277-3.9% | $10,007-39.7% | $5,404+11.6% |