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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 | $88,589 | $82,678+7.1% | $125,391-29.4% | $68,490+29.3% |
| Participation rate | 85.3% | 75.1%+10.2pp | 82.4%+2.9pp | 67.9%+17.4pp |
| Annual return | -16.61% | -5.97%-10.6pp | 572.41%-589.0pp | -7.85%-8.8pp |
| Employer contribution / active EE | $1,621 | $3,382-52.1% | $4,816-66.3% | $2,597-37.6% |
| Participant deferral / active EE | $6,676 | $6,111+9.2% | $7,448-10.4% | $4,028+65.8% |
| Admin fee / account holder | $4,444 | $6,277-29.2% | $10,009-55.6% | $5,403-17.7% |