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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 | $79,967 | $69,012+15.9% | $160,037-50.0% | $68,490+16.8% |
| Participation rate | 97.1% | 65.4%+31.6pp | 78.0%+19.1pp | 67.9%+29.2pp |
| Annual return | -16.49% | -9.65%-6.8pp | 408.95%-425.4pp | -7.85%-8.6pp |
| Employer contribution / active EE | $3,602 | $2,212+62.8% | $4,226-14.8% | $2,597+38.7% |
| Participant deferral / active EE | $8,794 | $4,212+108.8% | $6,184+42.2% | $4,028+118.3% |
| Admin fee / account holder | $4,029 | $4,798-16.0% | $8,716-53.8% | $5,403-25.4% |