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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 | $103,108 | $82,678+24.7% | $125,391-17.8% | $68,490+50.5% |
| Participation rate | 92.0% | 75.1%+16.9pp | 82.4%+9.6pp | 67.9%+24.1pp |
| Annual return | -14.38% | -5.97%-8.4pp | 572.41%-586.8pp | -7.85%-6.5pp |
| Employer contribution / active EE | $1,893 | $3,382-44.0% | $4,816-60.7% | $2,597-27.1% |
| Participant deferral / active EE | $9,018 | $6,111+47.6% | $7,448+21.1% | $4,028+123.9% |
| Admin fee / account holder | $5,312 | $6,277-15.4% | $10,009-46.9% | $5,403-1.7% |