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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 | $107,109 | $82,678+29.5% | $125,391-14.6% | $68,490+56.4% |
| Participation rate | 75.8% | 75.1%+0.7pp | 82.4%-6.6pp | 67.9%+7.9pp |
| Annual return | -17.93% | -5.97%-12.0pp | 572.41%-590.3pp | -7.85%-10.1pp |
| Employer contribution / active EE | $2,550 | $3,382-24.6% | $4,816-47.1% | $2,597-1.8% |
| Participant deferral / active EE | $7,554 | $6,111+23.6% | $7,448+1.4% | $4,028+87.5% |
| Admin fee / account holder | $5,324 | $6,277-15.2% | $10,009-46.8% | $5,403-1.5% |