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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 | $95,805 | $82,674+15.9% | $125,381-23.6% | $68,486+39.9% |
| Participation rate | 90.6% | 75.1%+15.6pp | 82.4%+8.2pp | 67.9%+22.7pp |
| Annual return | -17.39% | -5.97%-11.4pp | 572.31%-589.7pp | -7.85%-9.5pp |
| Employer contribution / active EE | $5,218 | $3,382+54.3% | $4,815+8.4% | $2,597+100.9% |
| Participant deferral / active EE | $5,342 | $6,111-12.6% | $7,448-28.3% | $4,028+32.6% |
| Admin fee / account holder | $1,489 | $6,277-76.3% | $10,007-85.1% | $5,404-72.4% |