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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 | $128,382 | $82,674+55.3% | $125,381+2.4% | $68,486+87.5% |
| Participation rate | 87.9% | 75.1%+12.8pp | 82.4%+5.5pp | 67.9%+20.0pp |
| Annual return | -12.87% | -5.97%-6.9pp | 572.31%-585.2pp | -7.85%-5.0pp |
| Employer contribution / active EE | $3,190 | $3,382-5.7% | $4,815-33.7% | $2,597+22.9% |
| Participant deferral / active EE | $6,091 | $6,111-0.3% | $7,448-18.2% | $4,028+51.2% |
| Admin fee / account holder | $3,815 | $6,277-39.2% | $10,007-61.9% | $5,404-29.4% |