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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 | $134,775 | $82,678+63.0% | $125,391+7.5% | $68,490+96.8% |
| Participation rate | 95.8% | 75.1%+20.8pp | 82.4%+13.4pp | 67.9%+27.9pp |
| Annual return | -15.25% | -5.97%-9.3pp | 572.41%-587.7pp | -7.85%-7.4pp |
| Employer contribution / active EE | $5,162 | $3,382+52.6% | $4,816+7.2% | $2,597+98.8% |
| Participant deferral / active EE | $7,503 | $6,111+22.8% | $7,448+0.7% | $4,028+86.3% |
| Admin fee / account holder | $9,418 | $6,277+50.0% | $10,009-5.9% | $5,403+74.3% |