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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 | $82,678-15.2% | $125,391-44.1% | $68,490+2.4% |
| Participation rate | 92.9% | 75.1%+17.8pp | 82.4%+10.5pp | 67.9%+25.0pp |
| Annual return | -15.85% | -5.97%-9.9pp | 572.41%-588.3pp | -7.85%-8.0pp |
| Employer contribution / active EE | $4,760 | $3,382+40.7% | $4,816-1.2% | $2,597+83.3% |
| Participant deferral / active EE | $9,492 | $6,111+55.3% | $7,448+27.4% | $4,028+135.7% |
| Admin fee / account holder | $1,108 | $6,277-82.4% | $10,009-88.9% | $5,403-79.5% |