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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 | $100,667 | $82,674+21.8% | $125,381-19.7% | $68,486+47.0% |
| Participation rate | 71.4% | 75.1%-3.6pp | 82.4%-11.0pp | 67.9%+3.5pp |
| Annual return | -12.08% | -5.97%-6.1pp | 572.31%-584.4pp | -7.85%-4.2pp |
| Employer contribution / active EE | $2,242 | $3,382-33.7% | $4,815-53.4% | $2,597-13.6% |
| Participant deferral / active EE | $6,068 | $6,111-0.7% | $7,448-18.5% | $4,028+50.7% |
| Admin fee / account holder | $7,933 | $6,277+26.4% | $10,007-20.7% | $5,404+46.8% |