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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 | $127,326 | $82,674+54.0% | $125,381+1.6% | $68,486+85.9% |
| Participation rate | 88.2% | 75.1%+13.2pp | 82.4%+5.9pp | 67.9%+20.3pp |
| Annual return | -15.05% | -5.97%-9.1pp | 572.31%-587.4pp | -7.85%-7.2pp |
| Employer contribution / active EE | $8,607 | $3,382+154.5% | $4,815+78.7% | $2,597+231.5% |
| Participant deferral / active EE | $6,544 | $6,111+7.1% | $7,448-12.1% | $4,028+62.5% |
| Admin fee / account holder | $553 | $6,277-91.2% | $10,007-94.5% | $5,404-89.8% |