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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 | $109,005 | $82,678+31.8% | $125,391-13.1% | $68,490+59.2% |
| Participation rate | 76.9% | 75.1%+1.9pp | 82.4%-5.5pp | 67.9%+9.0pp |
| Annual return | -17.01% | -5.97%-11.0pp | 572.41%-589.4pp | -7.85%-9.2pp |
| Employer contribution / active EE | $2,585 | $3,382-23.6% | $4,816-46.3% | $2,597-0.4% |
| Participant deferral / active EE | $7,605 | $6,111+24.4% | $7,448+2.1% | $4,028+88.8% |
| Admin fee / account holder | $915 | $6,277-85.4% | $10,009-90.9% | $5,403-83.1% |