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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 | $90,510 | $82,678+9.5% | $125,391-27.8% | $68,490+32.1% |
| Participation rate | 93.9% | 75.1%+18.9pp | 82.4%+11.6pp | 67.9%+26.0pp |
| Annual return | -17.37% | -5.97%-11.4pp | 572.41%-589.8pp | -7.85%-9.5pp |
| Employer contribution / active EE | $3,294 | $3,382-2.6% | $4,816-31.6% | $2,597+26.8% |
| Participant deferral / active EE | $6,916 | $6,111+13.2% | $7,448-7.1% | $4,028+71.7% |
| Admin fee / account holder | $6,079 | $6,277-3.2% | $10,009-39.3% | $5,403+12.5% |