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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 | $81,195 | $82,678-1.8% | $125,391-35.2% | $68,490+18.6% |
| Participation rate | 94.4% | 75.1%+19.3pp | 82.4%+12.0pp | 67.9%+26.5pp |
| Annual return | -16.46% | -5.97%-10.5pp | 572.41%-588.9pp | -7.85%-8.6pp |
| Employer contribution / active EE | $2,521 | $3,382-25.5% | $4,816-47.7% | $2,597-2.9% |
| Participant deferral / active EE | $7,769 | $6,111+27.1% | $7,448+4.3% | $4,028+92.9% |
| Admin fee / account holder | $3,472 | $6,277-44.7% | $10,009-65.3% | $5,403-35.7% |