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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 | $97,040 | $54,370+78.5% | $82,763+17.3% | $68,490+41.7% |
| Participation rate | 93.1% | 63.9%+29.2pp | 72.6%+20.5pp | 67.9%+25.2pp |
| Annual return | -15.83% | -13.67%-2.2pp | 702.45%-718.3pp | -7.85%-8.0pp |
| Employer contribution / active EE | $3,076 | $2,219+38.6% | $3,008+2.3% | $2,597+18.5% |
| Participant deferral / active EE | $6,073 | $3,247+87.0% | $4,395+38.2% | $4,028+50.8% |
| Admin fee / account holder | $2,070 | $4,398-52.9% | $5,325-61.1% | $5,403-61.7% |