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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 | $137,298 | $82,678+66.1% | $125,391+9.5% | $68,490+100.5% |
| Participation rate | 92.0% | 75.1%+16.9pp | 82.4%+9.6pp | 67.9%+24.1pp |
| Annual return | -16.79% | -5.97%-10.8pp | 572.41%-589.2pp | -7.85%-8.9pp |
| Employer contribution / active EE | $6,053 | $3,382+79.0% | $4,816+25.7% | $2,597+133.1% |
| Participant deferral / active EE | $14,217 | $6,111+132.6% | $7,448+90.9% | $4,028+253.0% |
| Admin fee / account holder | $13,985 | $6,277+122.8% | $10,009+39.7% | $5,403+158.8% |