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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 | $101,726 | $82,678+23.0% | $125,391-18.9% | $68,490+48.5% |
| Participation rate | 97.4% | 75.1%+22.4pp | 82.4%+15.1pp | 67.9%+29.5pp |
| Annual return | -16.43% | -5.97%-10.5pp | 572.41%-588.8pp | -7.85%-8.6pp |
| Employer contribution / active EE | $5,598 | $3,382+65.5% | $4,816+16.2% | $2,597+115.6% |
| Participant deferral / active EE | $5,929 | $6,111-3.0% | $7,448-20.4% | $4,028+47.2% |
| Admin fee / account holder | $2,642 | $6,277-57.9% | $10,009-73.6% | $5,403-51.1% |