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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 | $127,789 | $84,499+51.2% | $125,391+1.9% | $66,949+90.9% |
| Participation rate | 88.4% | 76.4%+12.0pp | 82.4%+6.0pp | 69.8%+18.6pp |
| Annual return | -4.58% | -8.49%+3.9pp | 572.41%-577.0pp | 1.57%-6.1pp |
| Employer contribution / active EE | $14,692 | $3,554+313.4% | $4,816+205.1% | $2,545+477.2% |
| Participant deferral / active EE | $13,590 | $6,785+100.3% | $7,448+82.5% | $4,239+220.6% |
| Admin fee / account holder | $7,596 | $685+1008.7% | $10,009-24.1% | $594+1179.6% |