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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 | $137,644 | $82,678+66.5% | $125,391+9.8% | $68,490+101.0% |
| Participation rate | 74.3% | 75.1%-0.8pp | 82.4%-8.1pp | 67.9%+6.4pp |
| Annual return | -14.34% | -5.97%-8.4pp | 572.41%-586.8pp | -7.85%-6.5pp |
| Employer contribution / active EE | $3,288 | $3,382-2.8% | $4,816-31.7% | $2,597+26.6% |
| Participant deferral / active EE | $7,165 | $6,111+17.2% | $7,448-3.8% | $4,028+77.9% |
| Admin fee / account holder | $1,981 | $6,277-68.4% | $10,009-80.2% | $5,403-63.3% |