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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 | $92,271 | $82,674+11.6% | $125,381-26.4% | $68,486+34.7% |
| Participation rate | 94.3% | 75.1%+19.2pp | 82.4%+11.9pp | 67.9%+26.4pp |
| Annual return | -17.38% | -5.97%-11.4pp | 572.31%-589.7pp | -7.85%-9.5pp |
| Employer contribution / active EE | $5,530 | $3,382+63.5% | $4,815+14.8% | $2,597+112.9% |
| Participant deferral / active EE | $10,501 | $6,111+71.9% | $7,448+41.0% | $4,028+160.7% |
| Admin fee / account holder | $2,016 | $6,277-67.9% | $10,007-79.9% | $5,404-62.7% |