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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 | $70,615 | $82,674-14.6% | $125,381-43.7% | $68,486+3.1% |
| Participation rate | 80.8% | 75.1%+5.7pp | 82.4%-1.6pp | 67.9%+12.9pp |
| Annual return | -16.26% | -5.97%-10.3pp | 572.31%-588.6pp | -7.85%-8.4pp |
| Employer contribution / active EE | $4,514 | $3,382+33.5% | $4,815-6.2% | $2,597+73.9% |
| Participant deferral / active EE | $6,806 | $6,111+11.4% | $7,448-8.6% | $4,028+69.0% |
| Admin fee / account holder | $7,536 | $6,277+20.1% | $10,007-24.7% | $5,404+39.5% |