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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 | $96,767 | $68,996+40.2% | $159,991-39.5% | $68,495+41.3% |
| Participation rate | 75.0% | 65.4%+9.6pp | 78.0%-3.0pp | 67.9%+7.1pp |
| Annual return | -13.76% | -9.65%-4.1pp | 408.82%-422.6pp | -7.84%-5.9pp |
| Employer contribution / active EE | $2,260 | $2,212+2.2% | $4,225-46.5% | $2,596-12.9% |
| Participant deferral / active EE | $5,138 | $4,211+22.0% | $6,183-16.9% | $4,028+27.6% |
| Admin fee / account holder | $314 | $4,797-93.4% | $8,715-96.4% | $5,403-94.2% |