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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 | $98,816 | $82,678+19.5% | $125,391-21.2% | $68,490+44.3% |
| Participation rate | 97.3% | 75.1%+22.2pp | 82.4%+14.9pp | 67.9%+29.4pp |
| Annual return | -16.74% | -5.97%-10.8pp | 572.41%-589.2pp | -7.85%-8.9pp |
| Employer contribution / active EE | $3,395 | $3,382+0.4% | $4,816-29.5% | $2,597+30.8% |
| Participant deferral / active EE | $9,516 | $6,111+55.7% | $7,448+27.8% | $4,028+136.3% |
| Admin fee / account holder | $915 | $6,277-85.4% | $10,009-90.9% | $5,403-83.1% |