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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 | $130,155 | $82,678+57.4% | $125,391+3.8% | $68,490+90.0% |
| Participation rate | 77.4% | 75.1%+2.4pp | 82.4%-5.0pp | 67.9%+9.5pp |
| Annual return | -15.18% | -5.97%-9.2pp | 572.41%-587.6pp | -7.85%-7.3pp |
| Employer contribution / active EE | $6,660 | $3,382+96.9% | $4,816+38.3% | $2,597+156.5% |
| Participant deferral / active EE | $8,306 | $6,111+35.9% | $7,448+11.5% | $4,028+106.2% |
| Admin fee / account holder | $2,416 | $6,277-61.5% | $10,009-75.9% | $5,403-55.3% |