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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 | $124,755 | $82,674+50.9% | $125,363-0.5% | $68,495+82.1% |
| Participation rate | 78.3% | 75.0%+3.2pp | 82.4%-4.1pp | 67.9%+10.4pp |
| Annual return | -18.28% | -5.97%-12.3pp | 572.15%-590.4pp | -7.84%-10.4pp |
| Employer contribution / active EE | $5,147 | $3,382+52.2% | $4,815+6.9% | $2,596+98.2% |
| Participant deferral / active EE | $8,115 | $6,111+32.8% | $7,447+9.0% | $4,028+101.5% |
| Admin fee / account holder | $11,549 | $6,276+84.0% | $10,005+15.4% | $5,403+113.7% |