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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 | $138,540 | $82,674+67.6% | $125,381+10.5% | $68,486+102.3% |
| Participation rate | 92.0% | 75.1%+16.9pp | 82.4%+9.6pp | 67.9%+24.1pp |
| Annual return | -18.09% | -5.97%-12.1pp | 572.31%-590.4pp | -7.85%-10.2pp |
| Employer contribution / active EE | $8,631 | $3,382+155.2% | $4,815+79.2% | $2,597+232.4% |
| Participant deferral / active EE | $5,599 | $6,111-8.4% | $7,448-24.8% | $4,028+39.0% |
| Admin fee / account holder | $1,671 | $6,277-73.4% | $10,007-83.3% | $5,404-69.1% |