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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 | $79,882 | $82,678-3.4% | $125,391-36.3% | $68,490+16.6% |
| Participation rate | 93.9% | 75.1%+18.9pp | 82.4%+11.6pp | 67.9%+26.0pp |
| Annual return | -18.65% | -5.97%-12.7pp | 572.41%-591.1pp | -7.85%-10.8pp |
| Employer contribution / active EE | $5,803 | $3,382+71.6% | $4,816+20.5% | $2,597+123.5% |
| Participant deferral / active EE | $5,522 | $6,111-9.7% | $7,448-25.9% | $4,028+37.1% |
| Admin fee / account holder | $1,145 | $6,277-81.8% | $10,009-88.6% | $5,403-78.8% |