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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 | $81,207 | $82,674-1.8% | $125,381-35.2% | $68,486+18.6% |
| Participation rate | 93.9% | 75.1%+18.9pp | 82.4%+11.6pp | 67.9%+26.0pp |
| Annual return | -9.09% | -5.97%-3.1pp | 572.31%-581.4pp | -7.85%-1.2pp |
| Employer contribution / active EE | $5,363 | $3,382+58.6% | $4,815+11.4% | $2,597+106.5% |
| Participant deferral / active EE | $3,034 | $6,111-50.4% | $7,448-59.3% | $4,028-24.7% |
| Admin fee / account holder | $2,770 | $6,277-55.9% | $10,007-72.3% | $5,404-48.7% |