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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 | $120,839 | $84,499+43.0% | $125,391-3.6% | $66,949+80.5% |
| Participation rate | 98.0% | 76.4%+21.6pp | 82.4%+15.6pp | 69.8%+28.2pp |
| Annual return | -16.41% | -8.49%-7.9pp | 572.41%-588.8pp | 1.57%-18.0pp |
| Employer contribution / active EE | $3,197 | $3,554-10.0% | $4,816-33.6% | $2,545+25.6% |
| Participant deferral / active EE | $8,088 | $6,785+19.2% | $7,448+8.6% | $4,239+90.8% |
| Admin fee / account holder | $1,354 | $685+97.6% | $10,009-86.5% | $594+128.0% |