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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 | $102,470 | $68,996+48.5% | $159,991-36.0% | $68,495+49.6% |
| Participation rate | 74.4% | 65.4%+9.0pp | 78.0%-3.5pp | 67.9%+6.5pp |
| Annual return | -18.47% | -9.65%-8.8pp | 408.82%-427.3pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,485 | $2,212+12.3% | $4,225-41.2% | $2,596-4.3% |
| Participant deferral / active EE | $4,887 | $4,211+16.1% | $6,183-21.0% | $4,028+21.3% |
| Admin fee / account holder | $4,365 | $4,797-9.0% | $8,715-49.9% | $5,403-19.2% |