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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 | $100,248 | $82,674+21.3% | $125,381-20.0% | $68,486+46.4% |
| Participation rate | 88.4% | 75.1%+13.4pp | 82.4%+6.0pp | 67.9%+20.5pp |
| Annual return | -15.45% | -5.97%-9.5pp | 572.31%-587.8pp | -7.85%-7.6pp |
| Employer contribution / active EE | $2,548 | $3,382-24.6% | $4,815-47.1% | $2,597-1.9% |
| Participant deferral / active EE | $6,898 | $6,111+12.9% | $7,448-7.4% | $4,028+71.3% |
| Admin fee / account holder | $5,769 | $6,277-8.1% | $10,007-42.4% | $5,404+6.8% |