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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 | $122,334 | $68,996+77.3% | $159,991-23.5% | $68,495+78.6% |
| Participation rate | 82.9% | 65.4%+17.4pp | 78.0%+4.9pp | 67.9%+15.0pp |
| Annual return | -16.09% | -9.65%-6.4pp | 408.82%-424.9pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,479 | $2,212-33.1% | $4,225-65.0% | $2,596-43.0% |
| Participant deferral / active EE | $7,680 | $4,211+82.4% | $6,183+24.2% | $4,028+90.7% |
| Admin fee / account holder | $8,465 | $4,797+76.5% | $8,715-2.9% | $5,403+56.7% |