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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 | $95,040 | $82,674+15.0% | $125,381-24.2% | $68,486+38.8% |
| Participation rate | 86.4% | 75.1%+11.4pp | 82.4%+4.0pp | 67.9%+18.5pp |
| Annual return | -14.97% | -5.97%-9.0pp | 572.31%-587.3pp | -7.85%-7.1pp |
| Employer contribution / active EE | $8,764 | $3,382+159.1% | $4,815+82.0% | $2,597+237.5% |
| Participant deferral / active EE | $7,240 | $6,111+18.5% | $7,448-2.8% | $4,028+79.8% |
| Admin fee / account holder | $30,548 | $6,277+386.7% | $10,007+205.3% | $5,404+465.3% |