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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 | $78,236 | $82,674-5.4% | $125,381-37.6% | $68,486+14.2% |
| Participation rate | 94.1% | 75.1%+19.1pp | 82.4%+11.7pp | 67.9%+26.2pp |
| Annual return | -15.31% | -5.97%-9.3pp | 572.31%-587.6pp | -7.85%-7.5pp |
| Employer contribution / active EE | $4,071 | $3,382+20.4% | $4,815-15.5% | $2,597+56.8% |
| Participant deferral / active EE | $8,427 | $6,111+37.9% | $7,448+13.1% | $4,028+109.2% |
| Admin fee / account holder | $947 | $6,277-84.9% | $10,007-90.5% | $5,404-82.5% |