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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 | $92,789 | $82,678+12.2% | $125,391-26.0% | $68,490+35.5% |
| Participation rate | 88.9% | 75.1%+13.8pp | 82.4%+6.5pp | 67.9%+21.0pp |
| Annual return | -18.20% | -5.97%-12.2pp | 572.41%-590.6pp | -7.85%-10.3pp |
| Employer contribution / active EE | $2,955 | $3,382-12.6% | $4,816-38.6% | $2,597+13.8% |
| Participant deferral / active EE | $5,728 | $6,111-6.3% | $7,448-23.1% | $4,028+42.2% |
| Admin fee / account holder | $4,719 | $6,277-24.8% | $10,009-52.8% | $5,403-12.7% |