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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 | $88,843 | $82,678+7.5% | $125,391-29.1% | $68,490+29.7% |
| Participation rate | 77.8% | 75.1%+2.7pp | 82.4%-4.6pp | 67.9%+9.9pp |
| Annual return | -17.04% | -5.97%-11.1pp | 572.41%-589.5pp | -7.85%-9.2pp |
| Employer contribution / active EE | $3,656 | $3,382+8.1% | $4,816-24.1% | $2,597+40.8% |
| Participant deferral / active EE | $7,662 | $6,111+25.4% | $7,448+2.9% | $4,028+90.2% |
| Admin fee / account holder | $8,058 | $6,277+28.4% | $10,009-19.5% | $5,403+49.2% |