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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 | $98,543 | $82,674+19.2% | $125,381-21.4% | $68,486+43.9% |
| Participation rate | 91.4% | 75.1%+16.4pp | 82.4%+9.0pp | 67.9%+23.5pp |
| Annual return | -16.29% | -5.97%-10.3pp | 572.31%-588.6pp | -7.85%-8.4pp |
| Employer contribution / active EE | $5,310 | $3,382+57.0% | $4,815+10.3% | $2,597+104.5% |
| Participant deferral / active EE | $6,079 | $6,111-0.5% | $7,448-18.4% | $4,028+50.9% |
| Admin fee / account holder | $3,326 | $6,277-47.0% | $10,007-66.8% | $5,404-38.4% |