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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 | $113,263 | $69,012+64.1% | $160,009-29.2% | $68,486+65.4% |
| Participation rate | 76.1% | 65.4%+10.7pp | 78.0%-1.9pp | 67.9%+8.2pp |
| Annual return | -16.61% | -9.65%-7.0pp | 408.85%-425.5pp | -7.85%-8.8pp |
| Employer contribution / active EE | $3,910 | $2,212+76.7% | $4,225-7.5% | $2,597+50.6% |
| Participant deferral / active EE | $8,077 | $4,212+91.8% | $6,183+30.6% | $4,028+100.5% |
| Admin fee / account holder | $1,888 | $4,798-60.7% | $8,715-78.3% | $5,404-65.1% |