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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 | $124,504 | $69,012+80.4% | $160,009-22.2% | $68,486+81.8% |
| Participation rate | 92.0% | 65.4%+26.6pp | 78.0%+14.0pp | 67.9%+24.1pp |
| Annual return | -18.97% | -9.65%-9.3pp | 408.85%-427.8pp | -7.85%-11.1pp |
| Employer contribution / active EE | $854 | $2,212-61.4% | $4,225-79.8% | $2,597-67.1% |
| Participant deferral / active EE | $6,345 | $4,212+50.6% | $6,183+2.6% | $4,028+57.5% |
| Admin fee / account holder | $1,651 | $4,798-65.6% | $8,715-81.1% | $5,404-69.5% |