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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 | $79,781 | $82,674-3.5% | $125,363-36.4% | $68,495+16.5% |
| Participation rate | 96.7% | 75.0%+21.6pp | 82.4%+14.3pp | 67.9%+28.8pp |
| Annual return | -13.74% | -5.97%-7.8pp | 572.15%-585.9pp | -7.84%-5.9pp |
| Employer contribution / active EE | $2,215 | $3,382-34.5% | $4,815-54.0% | $2,596-14.7% |
| Participant deferral / active EE | $7,318 | $6,111+19.8% | $7,447-1.7% | $4,028+81.7% |
| Admin fee / account holder | $3,761 | $6,276-40.1% | $10,005-62.4% | $5,403-30.4% |