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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 | $104,960 | $82,678+26.9% | $125,391-16.3% | $68,490+53.2% |
| Participation rate | 75.9% | 75.1%+0.8pp | 82.4%-6.5pp | 67.9%+8.0pp |
| Annual return | -18.52% | -5.97%-12.6pp | 572.41%-590.9pp | -7.85%-10.7pp |
| Employer contribution / active EE | $4,687 | $3,382+38.6% | $4,816-2.7% | $2,597+80.5% |
| Participant deferral / active EE | $6,650 | $6,111+8.8% | $7,448-10.7% | $4,028+65.1% |
| Admin fee / account holder | $7,717 | $6,277+22.9% | $10,009-22.9% | $5,403+42.8% |