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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 | $92,675 | $82,674+12.1% | $125,358-26.1% | $68,498+35.3% |
| Participation rate | 97.8% | 75.0%+22.7pp | 82.4%+15.4pp | 67.9%+29.9pp |
| Annual return | -18.10% | -5.97%-12.1pp | 572.03%-590.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $6,999 | $3,381+107.0% | $4,814+45.4% | $2,596+169.5% |
| Participant deferral / active EE | $6,849 | $6,111+12.1% | $7,447-8.0% | $4,027+70.0% |
| Admin fee / account holder | $513 | $6,276-91.8% | $10,007-94.9% | $5,403-90.5% |