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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 | $71,663 | $82,678-13.3% | $125,391-42.8% | $68,490+4.6% |
| Participation rate | 89.2% | 75.1%+14.1pp | 82.4%+6.8pp | 67.9%+21.3pp |
| Annual return | -17.82% | -5.97%-11.9pp | 572.41%-590.2pp | -7.85%-10.0pp |
| Employer contribution / active EE | $6,360 | $3,382+88.1% | $4,816+32.1% | $2,597+144.9% |
| Participant deferral / active EE | $7,604 | $6,111+24.4% | $7,448+2.1% | $4,028+88.8% |
| Admin fee / account holder | $5,690 | $6,277-9.4% | $10,009-43.1% | $5,403+5.3% |