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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 | $117,549 | $82,678+42.2% | $125,391-6.3% | $68,490+71.6% |
| Participation rate | 70.4% | 75.1%-4.7pp | 82.4%-12.0pp | 67.9%+2.5pp |
| Annual return | -16.66% | -5.97%-10.7pp | 572.41%-589.1pp | -7.85%-8.8pp |
| Employer contribution / active EE | $3,634 | $3,382+7.4% | $4,816-24.5% | $2,597+39.9% |
| Participant deferral / active EE | $8,826 | $6,111+44.4% | $7,448+18.5% | $4,028+119.1% |
| Admin fee / account holder | $1,920 | $6,277-69.4% | $10,009-80.8% | $5,403-64.5% |