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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 | $93,791 | $82,678+13.4% | $125,391-25.2% | $68,490+36.9% |
| Participation rate | 86.3% | 75.1%+11.3pp | 82.4%+3.9pp | 67.9%+18.4pp |
| Annual return | -18.69% | -5.97%-12.7pp | 572.41%-591.1pp | -7.85%-10.8pp |
| Employer contribution / active EE | $2,270 | $3,382-32.9% | $4,816-52.9% | $2,597-12.6% |
| Participant deferral / active EE | $4,670 | $6,111-23.6% | $7,448-37.3% | $4,028+15.9% |
| Admin fee / account holder | $22,545 | $6,277+259.1% | $10,009+125.3% | $5,403+317.3% |