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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 | $100,377 | $82,674+21.4% | $125,381-19.9% | $68,486+46.6% |
| Participation rate | 89.7% | 75.1%+14.7pp | 82.4%+7.3pp | 67.9%+21.8pp |
| Annual return | -16.26% | -5.97%-10.3pp | 572.31%-588.6pp | -7.85%-8.4pp |
| Employer contribution / active EE | $1,466 | $3,382-56.6% | $4,815-69.5% | $2,597-43.5% |
| Participant deferral / active EE | $8,151 | $6,111+33.4% | $7,448+9.4% | $4,028+102.4% |
| Admin fee / account holder | $1,980 | $6,277-68.5% | $10,007-80.2% | $5,404-63.4% |