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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 | $82,390 | $82,678-0.3% | $125,391-34.3% | $68,490+20.3% |
| Participation rate | 96.4% | 75.1%+21.4pp | 82.4%+14.0pp | 67.9%+28.5pp |
| Annual return | -18.38% | -5.97%-12.4pp | 572.41%-590.8pp | -7.85%-10.5pp |
| Employer contribution / active EE | $2,585 | $3,382-23.6% | $4,816-46.3% | $2,597-0.4% |
| Participant deferral / active EE | $7,944 | $6,111+30.0% | $7,448+6.7% | $4,028+97.2% |
| Admin fee / account holder | $446 | $6,277-92.9% | $10,009-95.5% | $5,403-91.7% |