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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 | $119,884 | $82,678+45.0% | $125,391-4.4% | $68,490+75.0% |
| Participation rate | 98.1% | 75.1%+23.0pp | 82.4%+15.7pp | 67.9%+30.2pp |
| Annual return | -9.22% | -5.97%-3.3pp | 572.41%-581.6pp | -7.85%-1.4pp |
| Employer contribution / active EE | $2,175 | $3,382-35.7% | $4,816-54.8% | $2,597-16.3% |
| Participant deferral / active EE | $5,006 | $6,111-18.1% | $7,448-32.8% | $4,028+24.3% |
| Admin fee / account holder | $7,480 | $6,277+19.2% | $10,009-25.3% | $5,403+38.5% |