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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 | $131,565 | $82,678+59.1% | $125,391+4.9% | $68,490+92.1% |
| Participation rate | 83.9% | 75.1%+8.8pp | 82.4%+1.5pp | 67.9%+16.0pp |
| Annual return | -9.80% | -5.97%-3.8pp | 572.41%-582.2pp | -7.85%-1.9pp |
| Employer contribution / active EE | $4,140 | $3,382+22.4% | $4,816-14.0% | $2,597+59.4% |
| Participant deferral / active EE | $11,826 | $6,111+93.5% | $7,448+58.8% | $4,028+193.6% |
| Admin fee / account holder | $8,860 | $6,277+41.1% | $10,009-11.5% | $5,403+64.0% |