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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 | $108,779 | $82,674+31.6% | $125,381-13.2% | $68,486+58.8% |
| Participation rate | 97.3% | 75.1%+22.3pp | 82.4%+15.0pp | 67.9%+29.4pp |
| Annual return | -16.94% | -5.97%-11.0pp | 572.31%-589.2pp | -7.85%-9.1pp |
| Employer contribution / active EE | $3,432 | $3,382+1.5% | $4,815-28.7% | $2,597+32.2% |
| Participant deferral / active EE | $8,620 | $6,111+41.1% | $7,448+15.7% | $4,028+114.0% |
| Admin fee / account holder | $5,502 | $6,277-12.3% | $10,007-45.0% | $5,404+1.8% |