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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 | $97,741 | $82,674+18.2% | $125,381-22.0% | $68,486+42.7% |
| Participation rate | 98.9% | 75.1%+23.9pp | 82.4%+16.5pp | 67.9%+31.0pp |
| Annual return | -11.89% | -5.97%-5.9pp | 572.31%-584.2pp | -7.85%-4.0pp |
| Employer contribution / active EE | $3,529 | $3,382+4.3% | $4,815-26.7% | $2,597+35.9% |
| Participant deferral / active EE | $10,656 | $6,111+74.4% | $7,448+43.1% | $4,028+164.6% |
| Admin fee / account holder | $4,744 | $6,277-24.4% | $10,007-52.6% | $5,404-12.2% |