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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 | $79,105 | $69,012+14.6% | $160,037-50.6% | $68,490+15.5% |
| Participation rate | 72.0% | 65.4%+6.5pp | 78.0%-6.0pp | 67.9%+4.1pp |
| Annual return | -17.95% | -9.65%-8.3pp | 408.95%-426.9pp | -7.85%-10.1pp |
| Employer contribution / active EE | $2,788 | $2,212+26.0% | $4,226-34.0% | $2,597+7.4% |
| Participant deferral / active EE | $6,201 | $4,212+47.2% | $6,184+0.3% | $4,028+54.0% |
| Admin fee / account holder | $1,843 | $4,798-61.6% | $8,716-78.9% | $5,403-65.9% |