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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 | $116,132 | $82,674+40.5% | $125,381-7.4% | $68,486+69.6% |
| Participation rate | 96.9% | 75.1%+21.8pp | 82.4%+14.5pp | 67.9%+29.0pp |
| Annual return | -18.00% | -5.97%-12.0pp | 572.31%-590.3pp | -7.85%-10.1pp |
| Employer contribution / active EE | $1,571 | $3,382-53.6% | $4,815-67.4% | $2,597-39.5% |
| Participant deferral / active EE | $8,555 | $6,111+40.0% | $7,448+14.9% | $4,028+112.4% |
| Admin fee / account holder | $8,738 | $6,277+39.2% | $10,007-12.7% | $5,404+61.7% |