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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 | $131,302 | $82,678+58.8% | $125,391+4.7% | $68,490+91.7% |
| Participation rate | 97.5% | 75.1%+22.4pp | 82.4%+15.1pp | 67.9%+29.6pp |
| Annual return | -16.50% | -5.97%-10.5pp | 572.41%-588.9pp | -7.85%-8.6pp |
| Employer contribution / active EE | $4,811 | $3,382+42.2% | $4,816-0.1% | $2,597+85.3% |
| Participant deferral / active EE | $10,377 | $6,111+69.8% | $7,448+39.3% | $4,028+157.6% |
| Admin fee / account holder | $7,970 | $6,277+27.0% | $10,009-20.4% | $5,403+47.5% |