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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 | $104,809 | $69,012+51.9% | $160,037-34.5% | $68,490+53.0% |
| Participation rate | 91.7% | 65.4%+26.2pp | 78.0%+13.7pp | 67.9%+23.8pp |
| Annual return | -12.80% | -9.65%-3.2pp | 408.95%-421.8pp | -7.85%-5.0pp |
| Employer contribution / active EE | $4,012 | $2,212+81.3% | $4,226-5.1% | $2,597+54.5% |
| Participant deferral / active EE | $8,961 | $4,212+112.8% | $6,184+44.9% | $4,028+122.5% |
| Admin fee / account holder | $7,792 | $4,798+62.4% | $8,716-10.6% | $5,403+44.2% |