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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 | $131,768 | $82,678+59.4% | $125,391+5.1% | $68,490+92.4% |
| Participation rate | 96.7% | 75.1%+21.7pp | 82.4%+14.3pp | 67.9%+28.8pp |
| Annual return | -14.46% | -5.97%-8.5pp | 572.41%-586.9pp | -7.85%-6.6pp |
| Employer contribution / active EE | $4,319 | $3,382+27.7% | $4,816-10.3% | $2,597+66.3% |
| Participant deferral / active EE | $10,678 | $6,111+74.7% | $7,448+43.4% | $4,028+165.1% |
| Admin fee / account holder | $9,269 | $6,277+47.7% | $10,009-7.4% | $5,403+71.6% |