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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 | $80,043 | $54,239+47.6% | $70,098+14.2% | $68,495+16.9% |
| Participation rate | 95.8% | 64.5%+31.3pp | 70.5%+25.4pp | 67.9%+27.9pp |
| Annual return | -8.47% | -13.87%+5.4pp | 190.76%-199.2pp | -7.84%-0.6pp |
| Employer contribution / active EE | $1,354 | $2,019-32.9% | $2,560-47.1% | $2,596-47.8% |
| Participant deferral / active EE | $2,682 | $2,957-9.3% | $3,849-30.3% | $4,028-33.4% |
| Admin fee / account holder | $6,649 | $4,691+41.8% | $6,266+6.1% | $5,403+23.1% |