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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 | $101,329 | $82,674+22.6% | $125,381-19.2% | $68,486+48.0% |
| Participation rate | 95.3% | 75.1%+20.3pp | 82.4%+13.0pp | 67.9%+27.5pp |
| Annual return | -14.57% | -5.97%-8.6pp | 572.31%-586.9pp | -7.85%-6.7pp |
| Employer contribution / active EE | $5,672 | $3,382+67.7% | $4,815+17.8% | $2,597+118.4% |
| Participant deferral / active EE | $9,047 | $6,111+48.1% | $7,448+21.5% | $4,028+124.6% |
| Admin fee / account holder | $1,486 | $6,277-76.3% | $10,007-85.1% | $5,404-72.5% |