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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 | $92,374 | $82,678+11.7% | $125,391-26.3% | $68,490+34.9% |
| Participation rate | 98.2% | 75.1%+23.1pp | 82.4%+15.8pp | 67.9%+30.3pp |
| Annual return | -18.07% | -5.97%-12.1pp | 572.41%-590.5pp | -7.85%-10.2pp |
| Employer contribution / active EE | $3,124 | $3,382-7.6% | $4,816-35.1% | $2,597+20.3% |
| Participant deferral / active EE | $8,646 | $6,111+41.5% | $7,448+16.1% | $4,028+114.7% |
| Admin fee / account holder | $3,929 | $6,277-37.4% | $10,009-60.7% | $5,403-27.3% |