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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 | $123,310 | $82,674+49.2% | $125,381-1.7% | $68,486+80.1% |
| Participation rate | 98.0% | 75.1%+22.9pp | 82.4%+15.6pp | 67.9%+30.1pp |
| Annual return | -16.54% | -5.97%-10.6pp | 572.31%-588.8pp | -7.85%-8.7pp |
| Employer contribution / active EE | $3,042 | $3,382-10.0% | $4,815-36.8% | $2,597+17.2% |
| Participant deferral / active EE | $5,531 | $6,111-9.5% | $7,448-25.7% | $4,028+37.3% |
| Admin fee / account holder | $2,230 | $6,277-64.5% | $10,007-77.7% | $5,404-58.7% |