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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 | $111,069 | $82,674+34.3% | $125,381-11.4% | $68,486+62.2% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.4%-2.4pp | 67.9%+12.1pp |
| Annual return | -19.24% | -5.97%-13.3pp | 572.31%-591.5pp | -7.85%-11.4pp |
| Employer contribution / active EE | $882 | $3,382-73.9% | $4,815-81.7% | $2,597-66.0% |
| Participant deferral / active EE | $5,179 | $6,111-15.2% | $7,448-30.5% | $4,028+28.6% |
| Admin fee / account holder | $5,766 | $6,277-8.1% | $10,007-42.4% | $5,404+6.7% |