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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 | $127,955 | $82,678+54.8% | $125,391+2.0% | $68,490+86.8% |
| Participation rate | 89.6% | 75.1%+14.5pp | 82.4%+7.2pp | 67.9%+21.7pp |
| Annual return | -17.40% | -5.97%-11.4pp | 572.41%-589.8pp | -7.85%-9.5pp |
| Employer contribution / active EE | $5,980 | $3,382+76.8% | $4,816+24.2% | $2,597+130.3% |
| Participant deferral / active EE | $3,787 | $6,111-38.0% | $7,448-49.2% | $4,028-6.0% |
| Admin fee / account holder | $12,676 | $6,277+101.9% | $10,009+26.7% | $5,403+134.6% |