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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 | $94,818 | $82,674+14.7% | $125,381-24.4% | $68,486+38.4% |
| Participation rate | 94.3% | 75.1%+19.2pp | 82.4%+11.9pp | 67.9%+26.4pp |
| Annual return | -19.24% | -5.97%-13.3pp | 572.31%-591.5pp | -7.85%-11.4pp |
| Employer contribution / active EE | $8,973 | $3,382+165.3% | $4,815+86.3% | $2,597+245.6% |
| Participant deferral / active EE | $14,662 | $6,111+139.9% | $7,448+96.9% | $4,028+264.0% |
| Admin fee / account holder | $5,333 | $6,277-15.0% | $10,007-46.7% | $5,404-1.3% |