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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 | $95,321 | $82,678+15.3% | $125,391-24.0% | $68,490+39.2% |
| Participation rate | 88.7% | 75.1%+13.6pp | 82.4%+6.3pp | 67.9%+20.8pp |
| Annual return | -14.58% | -5.97%-8.6pp | 572.41%-587.0pp | -7.85%-6.7pp |
| Employer contribution / active EE | $3,614 | $3,382+6.9% | $4,816-25.0% | $2,597+39.2% |
| Participant deferral / active EE | $11,961 | $6,111+95.7% | $7,448+60.6% | $4,028+197.0% |
| Admin fee / account holder | $3,119 | $6,277-50.3% | $10,009-68.8% | $5,403-42.3% |