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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 | $109,020 | $82,678+31.9% | $125,391-13.1% | $68,490+59.2% |
| Participation rate | 98.4% | 75.1%+23.3pp | 82.4%+16.0pp | 67.9%+30.5pp |
| Annual return | -10.53% | -5.97%-4.6pp | 572.41%-582.9pp | -7.85%-2.7pp |
| Employer contribution / active EE | $3,157 | $3,382-6.7% | $4,816-34.4% | $2,597+21.6% |
| Participant deferral / active EE | $8,608 | $6,111+40.9% | $7,448+15.6% | $4,028+113.7% |
| Admin fee / account holder | $1,361 | $6,277-78.3% | $10,009-86.4% | $5,403-74.8% |