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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 | $102,311 | $82,674+23.8% | $125,381-18.4% | $68,486+49.4% |
| Participation rate | 81.0% | 75.1%+6.0pp | 82.4%-1.3pp | 67.9%+13.1pp |
| Annual return | -18.40% | -5.97%-12.4pp | 572.31%-590.7pp | -7.85%-10.5pp |
| Employer contribution / active EE | $4,355 | $3,382+28.8% | $4,815-9.6% | $2,597+67.7% |
| Participant deferral / active EE | $9,658 | $6,111+58.1% | $7,448+29.7% | $4,028+139.8% |
| Admin fee / account holder | $2,422 | $6,277-61.4% | $10,007-75.8% | $5,404-55.2% |