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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 | $101,561 | $82,678+22.8% | $125,391-19.0% | $68,490+48.3% |
| Participation rate | 90.0% | 75.1%+14.9pp | 82.4%+7.6pp | 67.9%+22.1pp |
| Annual return | -18.18% | -5.97%-12.2pp | 572.41%-590.6pp | -7.85%-10.3pp |
| Employer contribution / active EE | $3,450 | $3,382+2.0% | $4,816-28.4% | $2,597+32.8% |
| Participant deferral / active EE | $6,658 | $6,111+8.9% | $7,448-10.6% | $4,028+65.3% |
| Admin fee / account holder | $3,475 | $6,277-44.6% | $10,009-65.3% | $5,403-35.7% |