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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 | $122,447 | $69,012+77.4% | $160,037-23.5% | $68,490+78.8% |
| Participation rate | 75.9% | 65.4%+10.4pp | 78.0%-2.1pp | 67.9%+8.0pp |
| Annual return | -12.55% | -9.65%-2.9pp | 408.95%-421.5pp | -7.85%-4.7pp |
| Employer contribution / active EE | $3,614 | $2,212+63.4% | $4,226-14.5% | $2,597+39.2% |
| Participant deferral / active EE | $9,317 | $4,212+121.2% | $6,184+50.7% | $4,028+131.3% |
| Admin fee / account holder | $3,944 | $4,798-17.8% | $8,716-54.8% | $5,403-27.0% |