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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 | $108,340 | $82,674+31.0% | $125,381-13.6% | $68,486+58.2% |
| Participation rate | 96.0% | 75.1%+20.9pp | 82.4%+13.6pp | 67.9%+28.1pp |
| Annual return | -16.48% | -5.97%-10.5pp | 572.31%-588.8pp | -7.85%-8.6pp |
| Employer contribution / active EE | $4,278 | $3,382+26.5% | $4,815-11.2% | $2,597+64.7% |
| Participant deferral / active EE | $9,519 | $6,111+55.8% | $7,448+27.8% | $4,028+136.3% |
| Admin fee / account holder | $1,634 | $6,277-74.0% | $10,007-83.7% | $5,404-69.8% |