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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 | $135,410 | $100,792+34.3% | $86,691+56.2% | $134,509+0.7% |
| Participation rate | 95.8% | 78.9%+16.9pp | 76.6%+19.2pp | 81.2%+14.6pp |
| Annual return | -9.84% | 29.08%-38.9pp | 35.94%-45.8pp | 418.13%-428.0pp |
| Employer contribution / active EE | $6,710 | $3,491+92.2% | $2,837+136.5% | $4,741+41.6% |
| Participant deferral / active EE | $11,663 | $5,339+118.5% | $4,656+150.5% | $6,400+82.2% |
| Admin fee / account holder | $6,149 | $10,924-43.7% | $7,492-17.9% | $11,427-46.2% |