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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 | $87,484 | $82,678+5.8% | $125,391-30.2% | $68,490+27.7% |
| Participation rate | 87.2% | 75.1%+12.1pp | 82.4%+4.8pp | 67.9%+19.3pp |
| Annual return | -12.56% | -5.97%-6.6pp | 572.41%-585.0pp | -7.85%-4.7pp |
| Employer contribution / active EE | $4,559 | $3,382+34.8% | $4,816-5.3% | $2,597+75.6% |
| Participant deferral / active EE | $12,013 | $6,111+96.6% | $7,448+61.3% | $4,028+198.2% |
| Admin fee / account holder | $7,900 | $6,277+25.9% | $10,009-21.1% | $5,403+46.2% |