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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 | $105,933 | $82,678+28.1% | $125,391-15.5% | $68,490+54.7% |
| Participation rate | 89.8% | 75.1%+14.7pp | 82.4%+7.4pp | 67.9%+21.9pp |
| Annual return | -12.85% | -5.97%-6.9pp | 572.41%-585.3pp | -7.85%-5.0pp |
| Employer contribution / active EE | $3,673 | $3,382+8.6% | $4,816-23.7% | $2,597+41.4% |
| Participant deferral / active EE | $8,954 | $6,111+46.5% | $7,448+20.2% | $4,028+122.3% |
| Admin fee / account holder | $16,563 | $6,277+163.9% | $10,009+65.5% | $5,403+206.6% |