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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 | $78,967 | $82,678-4.5% | $125,391-37.0% | $68,490+15.3% |
| Participation rate | 97.2% | 75.1%+22.2pp | 82.4%+14.8pp | 67.9%+29.3pp |
| Annual return | -14.15% | -5.97%-8.2pp | 572.41%-586.6pp | -7.85%-6.3pp |
| Employer contribution / active EE | $4,207 | $3,382+24.4% | $4,816-12.6% | $2,597+62.0% |
| Participant deferral / active EE | $10,279 | $6,111+68.2% | $7,448+38.0% | $4,028+155.2% |
| Admin fee / account holder | $31,344 | $6,277+399.3% | $10,009+213.2% | $5,403+480.1% |