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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 | $85,346 | $82,678+3.2% | $125,391-31.9% | $68,490+24.6% |
| Participation rate | 77.8% | 75.1%+2.7pp | 82.4%-4.6pp | 67.9%+9.9pp |
| Annual return | -16.94% | -5.97%-11.0pp | 572.41%-589.4pp | -7.85%-9.1pp |
| Employer contribution / active EE | $2,068 | $3,382-38.9% | $4,816-57.1% | $2,597-20.4% |
| Participant deferral / active EE | $7,216 | $6,111+18.1% | $7,448-3.1% | $4,028+79.2% |
| Admin fee / account holder | $8,178 | $6,277+30.3% | $10,009-18.3% | $5,403+51.4% |