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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 | $117,052 | $54,370+115.3% | $82,763+41.4% | $68,490+70.9% |
| Participation rate | 87.5% | 63.9%+23.6pp | 72.6%+14.9pp | 67.9%+19.6pp |
| Annual return | -15.88% | -13.67%-2.2pp | 702.45%-718.3pp | -7.85%-8.0pp |
| Employer contribution / active EE | $2,537 | $2,219+14.3% | $3,008-15.7% | $2,597-2.3% |
| Participant deferral / active EE | $7,428 | $3,247+128.8% | $4,395+69.0% | $4,028+84.4% |
| Admin fee / account holder | $7,250 | $4,398+64.9% | $5,325+36.2% | $5,403+34.2% |