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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 | $90,223 | $82,678+9.1% | $125,391-28.0% | $68,490+31.7% |
| Participation rate | 93.0% | 75.1%+17.9pp | 82.4%+10.6pp | 67.9%+25.1pp |
| Annual return | -14.87% | -5.97%-8.9pp | 572.41%-587.3pp | -7.85%-7.0pp |
| Employer contribution / active EE | $3,021 | $3,382-10.7% | $4,816-37.3% | $2,597+16.3% |
| Participant deferral / active EE | $7,425 | $6,111+21.5% | $7,448-0.3% | $4,028+84.4% |
| Admin fee / account holder | $11,919 | $6,277+89.9% | $10,009+19.1% | $5,403+120.6% |