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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 | $90,321 | $82,678+9.2% | $125,391-28.0% | $68,490+31.9% |
| Participation rate | 97.0% | 75.1%+21.9pp | 82.4%+14.6pp | 67.9%+29.1pp |
| Annual return | -13.69% | -5.97%-7.7pp | 572.41%-586.1pp | -7.85%-5.8pp |
| Employer contribution / active EE | $1,024 | $3,382-69.7% | $4,816-78.7% | $2,597-60.6% |
| Participant deferral / active EE | $11,161 | $6,111+82.6% | $7,448+49.8% | $4,028+177.1% |
| Admin fee / account holder | $2,689 | $6,277-57.2% | $10,009-73.1% | $5,403-50.2% |