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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 | $137,972 | $69,012+99.9% | $160,009-13.8% | $68,486+101.5% |
| Participation rate | 84.9% | 65.4%+19.5pp | 78.0%+7.0pp | 67.9%+17.1pp |
| Annual return | -12.37% | -9.65%-2.7pp | 408.85%-421.2pp | -7.85%-4.5pp |
| Employer contribution / active EE | $3,578 | $2,212+61.7% | $4,225-15.3% | $2,597+37.8% |
| Participant deferral / active EE | $10,915 | $4,212+159.2% | $6,183+76.5% | $4,028+171.0% |
| Admin fee / account holder | $6,294 | $4,798+31.2% | $8,715-27.8% | $5,404+16.5% |