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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 | $99,620 | $82,678+20.5% | $125,391-20.6% | $68,490+45.5% |
| Participation rate | 91.3% | 75.1%+16.2pp | 82.4%+8.9pp | 67.9%+23.4pp |
| Annual return | -17.71% | -5.97%-11.7pp | 572.41%-590.1pp | -7.85%-9.9pp |
| Employer contribution / active EE | $4,995 | $3,382+47.7% | $4,816+3.7% | $2,597+92.3% |
| Participant deferral / active EE | $12,898 | $6,111+111.1% | $7,448+73.2% | $4,028+220.2% |
| Admin fee / account holder | $2,622 | $6,277-58.2% | $10,009-73.8% | $5,403-51.5% |