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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 | $84,606 | $82,678+2.3% | $125,391-32.5% | $68,490+23.5% |
| Participation rate | 87.9% | 75.1%+12.8pp | 82.4%+5.5pp | 67.9%+20.0pp |
| Annual return | -17.23% | -5.97%-11.3pp | 572.41%-589.6pp | -7.85%-9.4pp |
| Employer contribution / active EE | $7,537 | $3,382+122.9% | $4,816+56.5% | $2,597+190.3% |
| Participant deferral / active EE | $11,262 | $6,111+84.3% | $7,448+51.2% | $4,028+179.6% |
| Admin fee / account holder | $1,604 | $6,277-74.4% | $10,009-84.0% | $5,403-70.3% |