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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 | $120,897 | $82,674+46.2% | $125,363-3.6% | $68,495+76.5% |
| Participation rate | 96.4% | 75.0%+21.4pp | 82.4%+14.1pp | 67.9%+28.5pp |
| Annual return | -14.76% | -5.97%-8.8pp | 572.15%-586.9pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,528 | $3,382-54.8% | $4,815-68.3% | $2,596-41.2% |
| Participant deferral / active EE | $5,602 | $6,111-8.3% | $7,447-24.8% | $4,028+39.1% |
| Admin fee / account holder | $32,968 | $6,276+425.3% | $10,005+229.5% | $5,403+510.1% |