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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 | $70,114 | $82,674-15.2% | $125,363-44.1% | $68,495+2.4% |
| Participation rate | 92.9% | 75.0%+17.8pp | 82.4%+10.5pp | 67.9%+25.0pp |
| Annual return | -15.85% | -5.97%-9.9pp | 572.15%-588.0pp | -7.84%-8.0pp |
| Employer contribution / active EE | $4,760 | $3,382+40.8% | $4,815-1.1% | $2,596+83.3% |
| Participant deferral / active EE | $9,492 | $6,111+55.3% | $7,447+27.5% | $4,028+135.7% |
| Admin fee / account holder | $1,108 | $6,276-82.4% | $10,005-88.9% | $5,403-79.5% |