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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 | $92,623 | $82,674+12.0% | $125,363-26.1% | $68,495+35.2% |
| Participation rate | 88.4% | 75.0%+13.4pp | 82.4%+6.0pp | 67.9%+20.5pp |
| Annual return | -17.20% | -5.97%-11.2pp | 572.15%-589.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $4,519 | $3,382+33.6% | $4,815-6.1% | $2,596+74.0% |
| Participant deferral / active EE | $8,695 | $6,111+42.3% | $7,447+16.8% | $4,028+115.9% |
| Admin fee / account holder | $11,975 | $6,276+90.8% | $10,005+19.7% | $5,403+121.6% |