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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 | $74,696 | $82,674-9.7% | $125,363-40.4% | $68,495+9.1% |
| Participation rate | 96.4% | 75.0%+21.4pp | 82.4%+14.1pp | 67.9%+28.5pp |
| Annual return | -16.40% | -5.97%-10.4pp | 572.15%-588.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $8,693 | $3,382+157.1% | $4,815+80.6% | $2,596+234.8% |
| Participant deferral / active EE | $12,988 | $6,111+112.5% | $7,447+74.4% | $4,028+222.5% |
| Admin fee / account holder | $10,244 | $6,276+63.2% | $10,005+2.4% | $5,403+89.6% |