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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 | $131,899 | $82,678+59.5% | $125,391+5.2% | $68,490+92.6% |
| Participation rate | 96.7% | 75.1%+21.6pp | 82.4%+14.3pp | 67.9%+28.8pp |
| Annual return | -18.99% | -5.97%-13.0pp | 572.41%-591.4pp | -7.85%-11.1pp |
| Employer contribution / active EE | $7,455 | $3,382+120.4% | $4,816+54.8% | $2,597+187.1% |
| Participant deferral / active EE | $6,389 | $6,111+4.5% | $7,448-14.2% | $4,028+58.6% |
| Admin fee / account holder | $793 | $6,277-87.4% | $10,009-92.1% | $5,403-85.3% |