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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 | $77,185 | $82,674-6.6% | $125,381-38.4% | $68,486+12.7% |
| Participation rate | 79.1% | 75.1%+4.0pp | 82.4%-3.3pp | 67.9%+11.2pp |
| Annual return | -15.83% | -5.97%-9.9pp | 572.31%-588.1pp | -7.85%-8.0pp |
| Employer contribution / active EE | $2,138 | $3,382-36.8% | $4,815-55.6% | $2,597-17.7% |
| Participant deferral / active EE | $5,466 | $6,111-10.6% | $7,448-26.6% | $4,028+35.7% |
| Admin fee / account holder | $1,128 | $6,277-82.0% | $10,007-88.7% | $5,404-79.1% |