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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 | $216,092 | $82,678+161.4% | $125,391+72.3% | $68,490+215.5% |
| Participation rate | 72.7% | 75.1%-2.3pp | 82.4%-9.7pp | 67.9%+4.8pp |
| Annual return | -16.39% | -5.97%-10.4pp | 572.41%-588.8pp | -7.85%-8.5pp |
| Employer contribution / active EE | $716 | $3,382-78.8% | $4,816-85.1% | $2,597-72.4% |
| Participant deferral / active EE | $9,751 | $6,111+59.6% | $7,448+30.9% | $4,028+142.1% |
| Admin fee / account holder | $3,673 | $6,277-41.5% | $10,009-63.3% | $5,403-32.0% |