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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 | $101,362 | $82,678+22.6% | $125,391-19.2% | $68,490+48.0% |
| Participation rate | 89.0% | 75.1%+14.0pp | 82.4%+6.7pp | 67.9%+21.1pp |
| Annual return | -17.52% | -5.97%-11.5pp | 572.41%-589.9pp | -7.85%-9.7pp |
| Employer contribution / active EE | $2,508 | $3,382-25.9% | $4,816-47.9% | $2,597-3.4% |
| Participant deferral / active EE | $6,150 | $6,111+0.6% | $7,448-17.4% | $4,028+52.7% |
| Admin fee / account holder | $1,981 | $6,277-68.4% | $10,009-80.2% | $5,403-63.3% |