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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 | $138,288 | $69,012+100.4% | $160,037-13.6% | $68,490+101.9% |
| Participation rate | 96.0% | 65.4%+30.6pp | 78.0%+18.0pp | 67.9%+28.1pp |
| Annual return | -11.38% | -9.65%-1.7pp | 408.95%-420.3pp | -7.85%-3.5pp |
| Employer contribution / active EE | $3,018 | $2,212+36.4% | $4,226-28.6% | $2,597+16.2% |
| Participant deferral / active EE | $7,664 | $4,212+82.0% | $6,184+23.9% | $4,028+90.3% |
| Admin fee / account holder | $4,436 | $4,798-7.5% | $8,716-49.1% | $5,403-17.9% |