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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 | $105,182 | $82,678+27.2% | $125,391-16.1% | $68,490+53.6% |
| Participation rate | 71.7% | 75.1%-3.4pp | 82.4%-10.7pp | 67.9%+3.8pp |
| Annual return | -17.12% | -5.97%-11.2pp | 572.41%-589.5pp | -7.85%-9.3pp |
| Employer contribution / active EE | $1,594 | $3,382-52.9% | $4,816-66.9% | $2,597-38.6% |
| Participant deferral / active EE | $3,108 | $6,111-49.2% | $7,448-58.3% | $4,028-22.8% |
| Admin fee / account holder | $37,423 | $6,277+496.2% | $10,009+273.9% | $5,403+592.7% |