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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 | $86,969 | $82,678+5.2% | $125,391-30.6% | $68,490+27.0% |
| Participation rate | 86.7% | 75.1%+11.6pp | 82.4%+4.3pp | 67.9%+18.8pp |
| Annual return | -18.23% | -5.97%-12.3pp | 572.41%-590.6pp | -7.85%-10.4pp |
| Employer contribution / active EE | $3,606 | $3,382+6.6% | $4,816-25.1% | $2,597+38.9% |
| Participant deferral / active EE | $6,625 | $6,111+8.4% | $7,448-11.1% | $4,028+64.5% |
| Admin fee / account holder | $1,498 | $6,277-76.1% | $10,009-85.0% | $5,403-72.3% |