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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 | $94,549 | $82,674+14.4% | $125,363-24.6% | $68,495+38.0% |
| Participation rate | 88.7% | 75.0%+13.6pp | 82.4%+6.3pp | 67.9%+20.8pp |
| Annual return | -18.28% | -5.97%-12.3pp | 572.15%-590.4pp | -7.84%-10.4pp |
| Employer contribution / active EE | $2,386 | $3,382-29.5% | $4,815-50.4% | $2,596-8.1% |
| Participant deferral / active EE | $8,178 | $6,111+33.8% | $7,447+9.8% | $4,028+103.0% |
| Admin fee / account holder | $7,325 | $6,276+16.7% | $10,005-26.8% | $5,403+35.6% |