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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 | $109,209 | $82,674+32.1% | $125,363-12.9% | $68,495+59.4% |
| Participation rate | 95.9% | 75.0%+20.9pp | 82.4%+13.5pp | 67.9%+28.0pp |
| Annual return | -15.82% | -5.97%-9.9pp | 572.15%-588.0pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,705 | $3,382-20.0% | $4,815-43.8% | $2,596+4.2% |
| Participant deferral / active EE | $7,181 | $6,111+17.5% | $7,447-3.6% | $4,028+78.3% |
| Admin fee / account holder | $11,467 | $6,276+82.7% | $10,005+14.6% | $5,403+112.2% |