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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 | $77,530 | $82,674-6.2% | $125,381-38.2% | $68,486+13.2% |
| Participation rate | 96.3% | 75.1%+21.3pp | 82.4%+14.0pp | 67.9%+28.4pp |
| Annual return | -17.98% | -5.97%-12.0pp | 572.31%-590.3pp | -7.85%-10.1pp |
| Employer contribution / active EE | $2,102 | $3,382-37.9% | $4,815-56.4% | $2,597-19.1% |
| Participant deferral / active EE | $11,591 | $6,111+89.7% | $7,448+55.6% | $4,028+187.8% |
| Admin fee / account holder | $6,246 | $6,277-0.5% | $10,007-37.6% | $5,404+15.6% |