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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% | $125,363-23.6% | $68,495+39.9% |
| Participation rate | 90.6% | 75.0%+15.6pp | 82.4%+8.2pp | 67.9%+22.7pp |
| Annual return | -17.39% | -5.97%-11.4pp | 572.15%-589.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $5,218 | $3,382+54.3% | $4,815+8.4% | $2,596+100.9% |
| Participant deferral / active EE | $5,342 | $6,111-12.6% | $7,447-28.3% | $4,028+32.6% |
| Admin fee / account holder | $1,489 | $6,276-76.3% | $10,005-85.1% | $5,403-72.4% |