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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 | $76,715 | $53,162+44.3% | $91,227-15.9% | $68,490+12.0% |
| Participation rate | 96.0% | 63.2%+32.8pp | 73.2%+22.8pp | 67.9%+28.1pp |
| Annual return | -18.42% | -3.14%-15.3pp | 114.14%-132.6pp | -7.85%-10.6pp |
| Employer contribution / active EE | $6,756 | $1,709+295.2% | $2,851+136.9% | $2,597+160.2% |
| Participant deferral / active EE | $4,794 | $2,974+61.2% | $4,234+13.2% | $4,028+19.0% |
| Admin fee / account holder | $3,710 | $4,493-17.4% | $5,423-31.6% | $5,403-31.3% |