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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 | $132,678 | $82,678+60.5% | $125,391+5.8% | $68,490+93.7% |
| Participation rate | 98.7% | 75.1%+23.6pp | 82.4%+16.3pp | 67.9%+30.8pp |
| Annual return | -16.35% | -5.97%-10.4pp | 572.41%-588.8pp | -7.85%-8.5pp |
| Employer contribution / active EE | $2,374 | $3,382-29.8% | $4,816-50.7% | $2,597-8.6% |
| Participant deferral / active EE | $6,183 | $6,111+1.2% | $7,448-17.0% | $4,028+53.5% |
| Admin fee / account holder | $711 | $6,277-88.7% | $10,009-92.9% | $5,403-86.8% |