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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 | $92,941 | $82,678+12.4% | $125,391-25.9% | $68,490+35.7% |
| Participation rate | 73.4% | 75.1%-1.6pp | 82.4%-9.0pp | 67.9%+5.5pp |
| Annual return | -17.74% | -5.97%-11.8pp | 572.41%-590.2pp | -7.85%-9.9pp |
| Employer contribution / active EE | $5,265 | $3,382+55.7% | $4,816+9.3% | $2,597+102.8% |
| Participant deferral / active EE | $13,135 | $6,111+114.9% | $7,448+76.3% | $4,028+226.1% |
| Admin fee / account holder | $9,497 | $6,277+51.3% | $10,009-5.1% | $5,403+75.8% |