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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 | $130,436 | $82,678+57.8% | $125,391+4.0% | $68,490+90.4% |
| Participation rate | 84.0% | 75.1%+8.9pp | 82.4%+1.6pp | 67.9%+16.1pp |
| Annual return | -7.85% | -5.97%-1.9pp | 572.41%-580.3pp | -7.85%0pp |
| Employer contribution / active EE | $4,255 | $3,382+25.8% | $4,816-11.6% | $2,597+63.9% |
| Participant deferral / active EE | $12,702 | $6,111+107.8% | $7,448+70.5% | $4,028+215.4% |
| Admin fee / account holder | $16,099 | $6,277+156.5% | $10,009+60.9% | $5,403+198.0% |