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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 | $127,953 | $82,674+54.8% | $125,381+2.1% | $68,486+86.8% |
| Participation rate | 86.8% | 75.1%+11.7pp | 82.4%+4.4pp | 67.9%+18.9pp |
| Annual return | -15.64% | -5.97%-9.7pp | 572.31%-587.9pp | -7.85%-7.8pp |
| Employer contribution / active EE | $2,518 | $3,382-25.5% | $4,815-47.7% | $2,597-3.0% |
| Participant deferral / active EE | $7,056 | $6,111+15.5% | $7,448-5.3% | $4,028+75.2% |
| Admin fee / account holder | $3,940 | $6,277-37.2% | $10,007-60.6% | $5,404-27.1% |