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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 | $122,651 | $82,674+48.4% | $125,381-2.2% | $68,486+79.1% |
| Participation rate | 92.3% | 75.1%+17.3pp | 82.4%+9.9pp | 67.9%+24.4pp |
| Annual return | -15.70% | -5.97%-9.7pp | 572.31%-588.0pp | -7.85%-7.8pp |
| Employer contribution / active EE | $5,374 | $3,382+58.9% | $4,815+11.6% | $2,597+107.0% |
| Participant deferral / active EE | $8,992 | $6,111+47.1% | $7,448+20.7% | $4,028+123.3% |
| Admin fee / account holder | $28,780 | $6,277+358.5% | $10,007+187.6% | $5,404+432.6% |