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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 | $83,396 | $82,678+0.9% | $125,391-33.5% | $68,490+21.8% |
| Participation rate | 85.0% | 75.1%+9.9pp | 82.4%+2.6pp | 67.9%+17.1pp |
| Annual return | -14.85% | -5.97%-8.9pp | 572.41%-587.3pp | -7.85%-7.0pp |
| Employer contribution / active EE | $6,000 | $3,382+77.4% | $4,816+24.6% | $2,597+131.1% |
| Participant deferral / active EE | $5,985 | $6,111-2.1% | $7,448-19.6% | $4,028+48.6% |
| Admin fee / account holder | $13,921 | $6,277+121.8% | $10,009+39.1% | $5,403+157.7% |