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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 | $91,171 | $82,678+10.3% | $125,391-27.3% | $68,490+33.1% |
| Participation rate | 97.7% | 75.1%+22.6pp | 82.4%+15.3pp | 67.9%+29.8pp |
| Annual return | -15.49% | -5.97%-9.5pp | 572.41%-587.9pp | -7.85%-7.6pp |
| Employer contribution / active EE | $3,158 | $3,382-6.6% | $4,816-34.4% | $2,597+21.6% |
| Participant deferral / active EE | $8,579 | $6,111+40.4% | $7,448+15.2% | $4,028+113.0% |
| Admin fee / account holder | $7,162 | $6,277+14.1% | $10,009-28.4% | $5,403+32.6% |