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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 | $118,815 | $82,674+43.7% | $125,381-5.2% | $68,486+73.5% |
| Participation rate | 94.1% | 75.1%+19.1pp | 82.4%+11.7pp | 67.9%+26.2pp |
| Annual return | -15.55% | -5.97%-9.6pp | 572.31%-587.9pp | -7.85%-7.7pp |
| Employer contribution / active EE | $5,488 | $3,382+62.3% | $4,815+14.0% | $2,597+111.4% |
| Participant deferral / active EE | $8,202 | $6,111+34.2% | $7,448+10.1% | $4,028+103.7% |
| Admin fee / account holder | $1,729 | $6,277-72.5% | $10,007-82.7% | $5,404-68.0% |