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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 | $117,423 | $82,674+42.0% | $125,381-6.3% | $68,486+71.5% |
| Participation rate | 87.3% | 75.1%+12.2pp | 82.4%+4.9pp | 67.9%+19.4pp |
| Annual return | -15.67% | -5.97%-9.7pp | 572.31%-588.0pp | -7.85%-7.8pp |
| Employer contribution / active EE | $4,222 | $3,382+24.8% | $4,815-12.3% | $2,597+62.6% |
| Participant deferral / active EE | $7,470 | $6,111+22.2% | $7,448+0.3% | $4,028+85.5% |
| Admin fee / account holder | $10,676 | $6,277+70.1% | $10,007+6.7% | $5,404+97.6% |