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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 | $103,969 | $82,674+25.8% | $125,381-17.1% | $68,486+51.8% |
| Participation rate | 88.0% | 75.1%+12.9pp | 82.4%+5.6pp | 67.9%+20.1pp |
| Annual return | -16.12% | -5.97%-10.2pp | 572.31%-588.4pp | -7.85%-8.3pp |
| Employer contribution / active EE | $3,799 | $3,382+12.3% | $4,815-21.1% | $2,597+46.3% |
| Participant deferral / active EE | $10,088 | $6,111+65.1% | $7,448+35.5% | $4,028+150.5% |
| Admin fee / account holder | $4,199 | $6,277-33.1% | $10,007-58.0% | $5,404-22.3% |