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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 | $79,100 | $82,678-4.3% | $125,391-36.9% | $68,490+15.5% |
| Participation rate | 91.3% | 75.1%+16.2pp | 82.4%+8.9pp | 67.9%+23.4pp |
| Annual return | -8.04% | -5.97%-2.1pp | 572.41%-580.5pp | -7.85%-0.2pp |
| Employer contribution / active EE | $3,976 | $3,382+17.6% | $4,816-17.4% | $2,597+53.1% |
| Participant deferral / active EE | $5,257 | $6,111-14.0% | $7,448-29.4% | $4,028+30.5% |
| Admin fee / account holder | $4,484 | $6,277-28.6% | $10,009-55.2% | $5,403-17.0% |