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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 | $81,587 | $82,678-1.3% | $125,391-34.9% | $68,490+19.1% |
| Participation rate | 91.7% | 75.1%+16.6pp | 82.4%+9.3pp | 67.9%+23.8pp |
| Annual return | -17.34% | -5.97%-11.4pp | 572.41%-589.8pp | -7.85%-9.5pp |
| Employer contribution / active EE | $2,859 | $3,382-15.5% | $4,816-40.6% | $2,597+10.1% |
| Participant deferral / active EE | $6,511 | $6,111+6.5% | $7,448-12.6% | $4,028+61.7% |
| Admin fee / account holder | $861 | $6,277-86.3% | $10,009-91.4% | $5,403-84.1% |