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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 | $94,214 | $82,674+14.0% | $125,363-24.8% | $68,495+37.5% |
| Participation rate | 77.8% | 75.0%+2.7pp | 82.4%-4.6pp | 67.9%+9.9pp |
| Annual return | -9.95% | -5.97%-4.0pp | 572.15%-582.1pp | -7.84%-2.1pp |
| Employer contribution / active EE | $3,733 | $3,382+10.4% | $4,815-22.5% | $2,596+43.8% |
| Participant deferral / active EE | $7,543 | $6,111+23.4% | $7,447+1.3% | $4,028+87.3% |
| Admin fee / account holder | $571 | $6,276-90.9% | $10,005-94.3% | $5,403-89.4% |