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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 | $128,629 | $82,678+55.6% | $125,391+2.6% | $68,490+87.8% |
| Participation rate | 95.9% | 75.1%+20.9pp | 82.4%+13.5pp | 67.9%+28.0pp |
| Annual return | -16.39% | -5.97%-10.4pp | 572.41%-588.8pp | -7.85%-8.5pp |
| Employer contribution / active EE | $3,761 | $3,382+11.2% | $4,816-21.9% | $2,597+44.9% |
| Participant deferral / active EE | $8,788 | $6,111+43.8% | $7,448+18.0% | $4,028+118.2% |
| Admin fee / account holder | $22,294 | $6,277+255.1% | $10,009+122.7% | $5,403+312.6% |