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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 | $72,042 | $82,674-12.9% | $125,381-42.5% | $68,486+5.2% |
| Participation rate | 87.5% | 75.1%+12.4pp | 82.4%+5.1pp | 67.9%+19.6pp |
| Annual return | -17.62% | -5.97%-11.7pp | 572.31%-589.9pp | -7.85%-9.8pp |
| Employer contribution / active EE | $6,949 | $3,382+105.5% | $4,815+44.3% | $2,597+167.6% |
| Participant deferral / active EE | $9,026 | $6,111+47.7% | $7,448+21.2% | $4,028+124.1% |
| Admin fee / account holder | $2,483 | $6,277-60.4% | $10,007-75.2% | $5,404-54.1% |