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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 | $79,816 | $72,404+10.2% | $110,243-27.6% | $64,173+24.4% |
| Participation rate | 92.2% | 73.3%+18.9pp | 79.8%+12.4pp | 69.6%+22.6pp |
| Annual return | -6.00% | -6.29%+0.3pp | 314.76%-320.8pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,649 | $2,282-27.7% | $3,827-56.9% | $2,381-30.7% |
| Participant deferral / active EE | $4,447 | $3,469+28.2% | $4,672-4.8% | $3,470+28.2% |
| Admin fee / account holder | $7,956 | $5,664+40.5% | $8,548-6.9% | $4,887+62.8% |