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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 | $132,051 | $82,678+59.7% | $125,391+5.3% | $68,490+92.8% |
| Participation rate | 88.9% | 75.1%+13.8pp | 82.4%+6.5pp | 67.9%+21.0pp |
| Annual return | -12.38% | -5.97%-6.4pp | 572.41%-584.8pp | -7.85%-4.5pp |
| Employer contribution / active EE | $5,176 | $3,382+53.0% | $4,816+7.5% | $2,597+99.3% |
| Participant deferral / active EE | $6,276 | $6,111+2.7% | $7,448-15.7% | $4,028+55.8% |
| Admin fee / account holder | $2,364 | $6,277-62.3% | $10,009-76.4% | $5,403-56.2% |