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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 | $131,249 | $82,678+58.7% | $125,391+4.7% | $68,490+91.6% |
| Participation rate | 96.8% | 75.1%+21.7pp | 82.4%+14.4pp | 67.9%+28.9pp |
| Annual return | -17.66% | -5.97%-11.7pp | 572.41%-590.1pp | -7.85%-9.8pp |
| Employer contribution / active EE | $5,027 | $3,382+48.6% | $4,816+4.4% | $2,597+93.6% |
| Participant deferral / active EE | $7,867 | $6,111+28.7% | $7,448+5.6% | $4,028+95.3% |
| Admin fee / account holder | $6,397 | $6,277+1.9% | $10,009-36.1% | $5,403+18.4% |