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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 | $128,248 | $82,674+55.1% | $125,363+2.3% | $68,495+87.2% |
| Participation rate | 85.2% | 75.0%+10.2pp | 82.4%+2.9pp | 67.9%+17.4pp |
| Annual return | -18.24% | -5.97%-12.3pp | 572.15%-590.4pp | -7.84%-10.4pp |
| Employer contribution / active EE | $9,946 | $3,382+194.1% | $4,815+106.6% | $2,596+283.1% |
| Participant deferral / active EE | $13,113 | $6,111+114.6% | $7,447+76.1% | $4,028+225.6% |
| Admin fee / account holder | $896 | $6,276-85.7% | $10,005-91.0% | $5,403-83.4% |