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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 | $93,171 | $82,674+12.7% | $125,381-25.7% | $68,486+36.0% |
| Participation rate | 96.7% | 75.1%+21.6pp | 82.4%+14.3pp | 67.9%+28.8pp |
| Annual return | -14.74% | -5.97%-8.8pp | 572.31%-587.0pp | -7.85%-6.9pp |
| Employer contribution / active EE | $3,124 | $3,382-7.6% | $4,815-35.1% | $2,597+20.3% |
| Participant deferral / active EE | $7,331 | $6,111+20.0% | $7,448-1.6% | $4,028+82.0% |
| Admin fee / account holder | $24,727 | $6,277+293.9% | $10,007+147.1% | $5,404+357.6% |