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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 | $108,993 | $82,674+31.8% | $125,381-13.1% | $68,486+59.1% |
| Participation rate | 96.2% | 75.1%+21.1pp | 82.4%+13.8pp | 67.9%+28.3pp |
| Annual return | -19.38% | -5.97%-13.4pp | 572.31%-591.7pp | -7.85%-11.5pp |
| Employer contribution / active EE | $5,170 | $3,382+52.9% | $4,815+7.4% | $2,597+99.1% |
| Participant deferral / active EE | $8,394 | $6,111+37.4% | $7,448+12.7% | $4,028+108.4% |
| Admin fee / account holder | $2,291 | $6,277-63.5% | $10,007-77.1% | $5,404-57.6% |