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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 | $96,078 | $82,678+16.2% | $125,391-23.4% | $68,490+40.3% |
| Participation rate | 80.8% | 75.1%+5.7pp | 82.4%-1.6pp | 67.9%+12.9pp |
| Annual return | -18.19% | -5.97%-12.2pp | 572.41%-590.6pp | -7.85%-10.3pp |
| Employer contribution / active EE | $907 | $3,382-73.2% | $4,816-81.2% | $2,597-65.1% |
| Participant deferral / active EE | $2,736 | $6,111-55.2% | $7,448-63.3% | $4,028-32.1% |
| Admin fee / account holder | $4,169 | $6,277-33.6% | $10,009-58.3% | $5,403-22.8% |