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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 | $79,226 | $82,674-4.2% | $125,363-36.8% | $68,495+15.7% |
| Participation rate | 93.4% | 75.0%+18.4pp | 82.4%+11.1pp | 67.9%+25.6pp |
| Annual return | -14.78% | -5.97%-8.8pp | 572.15%-586.9pp | -7.84%-6.9pp |
| Employer contribution / active EE | $3,831 | $3,382+13.3% | $4,815-20.4% | $2,596+47.5% |
| Participant deferral / active EE | $5,538 | $6,111-9.4% | $7,447-25.6% | $4,028+37.5% |
| Admin fee / account holder | $2,420 | $6,276-61.4% | $10,005-75.8% | $5,403-55.2% |