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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 | $86,503 | $82,678+4.6% | $125,391-31.0% | $68,490+26.3% |
| Participation rate | 79.1% | 75.1%+4.0pp | 82.4%-3.3pp | 67.9%+11.2pp |
| Annual return | -14.13% | -5.97%-8.2pp | 572.41%-586.5pp | -7.85%-6.3pp |
| Employer contribution / active EE | $3,404 | $3,382+0.7% | $4,816-29.3% | $2,597+31.1% |
| Participant deferral / active EE | $7,997 | $6,111+30.8% | $7,448+7.4% | $4,028+98.5% |
| Admin fee / account holder | $4,376 | $6,277-30.3% | $10,009-56.3% | $5,403-19.0% |