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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 | $116,768 | $82,678+41.2% | $125,391-6.9% | $68,490+70.5% |
| Participation rate | 98.4% | 75.1%+23.3pp | 82.4%+16.0pp | 67.9%+30.5pp |
| Annual return | -16.96% | -5.97%-11.0pp | 572.41%-589.4pp | -7.85%-9.1pp |
| Employer contribution / active EE | $5,732 | $3,382+69.5% | $4,816+19.0% | $2,597+120.7% |
| Participant deferral / active EE | $8,546 | $6,111+39.8% | $7,448+14.7% | $4,028+112.2% |
| Admin fee / account holder | $5,337 | $6,277-15.0% | $10,009-46.7% | $5,403-1.2% |