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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 | $87,421 | $82,674+5.7% | $125,381-30.3% | $68,486+27.6% |
| Participation rate | 96.0% | 75.1%+20.9pp | 82.4%+13.6pp | 67.9%+28.1pp |
| Annual return | -15.97% | -5.97%-10.0pp | 572.31%-588.3pp | -7.85%-8.1pp |
| Employer contribution / active EE | $3,880 | $3,382+14.7% | $4,815-19.4% | $2,597+49.4% |
| Participant deferral / active EE | $9,314 | $6,111+52.4% | $7,448+25.1% | $4,028+131.3% |
| Admin fee / account holder | $4,043 | $6,277-35.6% | $10,007-59.6% | $5,404-25.2% |