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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 | $124,382 | $82,678+50.4% | $125,391-0.8% | $68,490+81.6% |
| Participation rate | 84.3% | 75.1%+9.2pp | 82.4%+1.9pp | 67.9%+16.4pp |
| Annual return | -18.75% | -5.97%-12.8pp | 572.41%-591.2pp | -7.85%-10.9pp |
| Employer contribution / active EE | $2,593 | $3,382-23.3% | $4,816-46.1% | $2,597-0.1% |
| Participant deferral / active EE | $10,642 | $6,111+74.1% | $7,448+42.9% | $4,028+164.2% |
| Admin fee / account holder | $11,013 | $6,277+75.4% | $10,009+10.0% | $5,403+103.8% |