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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 | $138,340 | $82,674+67.3% | $125,363+10.4% | $68,495+102.0% |
| Participation rate | 93.8% | 75.0%+18.8pp | 82.4%+11.5pp | 67.9%+26.0pp |
| Annual return | -15.09% | -5.97%-9.1pp | 572.15%-587.2pp | -7.84%-7.2pp |
| Employer contribution / active EE | $3,556 | $3,382+5.2% | $4,815-26.1% | $2,596+37.0% |
| Participant deferral / active EE | $12,847 | $6,111+110.2% | $7,447+72.5% | $4,028+219.0% |
| Admin fee / account holder | $7,733 | $6,276+23.2% | $10,005-22.7% | $5,403+43.1% |