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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 | $95,764 | $82,678+15.8% | $125,391-23.6% | $68,490+39.8% |
| Participation rate | 78.8% | 75.1%+3.7pp | 82.4%-3.6pp | 67.9%+10.9pp |
| Annual return | -17.31% | -5.97%-11.3pp | 572.41%-589.7pp | -7.85%-9.5pp |
| Employer contribution / active EE | $4,736 | $3,382+40.0% | $4,816-1.7% | $2,597+82.4% |
| Participant deferral / active EE | $11,188 | $6,111+83.1% | $7,448+50.2% | $4,028+177.8% |
| Admin fee / account holder | $4,002 | $6,277-36.2% | $10,009-60.0% | $5,403-25.9% |