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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 | $122,616 | $82,674+48.3% | $125,381-2.2% | $68,486+79.0% |
| Participation rate | 85.7% | 75.1%+10.7pp | 82.4%+3.3pp | 67.9%+17.8pp |
| Annual return | -11.05% | -5.97%-5.1pp | 572.31%-583.4pp | -7.85%-3.2pp |
| Employer contribution / active EE | $2,637 | $3,382-22.0% | $4,815-45.2% | $2,597+1.6% |
| Participant deferral / active EE | $6,488 | $6,111+6.2% | $7,448-12.9% | $4,028+61.1% |
| Admin fee / account holder | $3,836 | $6,277-38.9% | $10,007-61.7% | $5,404-29.0% |