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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 | $135,540 | $82,678+63.9% | $125,391+8.1% | $68,490+97.9% |
| Participation rate | 96.0% | 75.1%+20.9pp | 82.4%+13.6pp | 67.9%+28.1pp |
| Annual return | -13.31% | -5.97%-7.3pp | 572.41%-585.7pp | -7.85%-5.5pp |
| Employer contribution / active EE | $7,710 | $3,382+128.0% | $4,816+60.1% | $2,597+196.9% |
| Participant deferral / active EE | $7,056 | $6,111+15.5% | $7,448-5.3% | $4,028+75.2% |
| Admin fee / account holder | $4,379 | $6,277-30.2% | $10,009-56.3% | $5,403-19.0% |