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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 | $116,028 | $82,674+40.3% | $125,381-7.5% | $68,486+69.4% |
| Participation rate | 95.5% | 75.1%+20.4pp | 82.4%+13.1pp | 67.9%+27.6pp |
| Annual return | -5.69% | -5.97%+0.3pp | 572.31%-578.0pp | -7.85%+2.2pp |
| Employer contribution / active EE | $1,293 | $3,382-61.8% | $4,815-73.1% | $2,597-50.2% |
| Participant deferral / active EE | $6,756 | $6,111+10.6% | $7,448-9.3% | $4,028+67.7% |
| Admin fee / account holder | $7,164 | $6,277+14.1% | $10,007-28.4% | $5,404+32.6% |