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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 | $141,564 | $82,678+71.2% | $125,391+12.9% | $68,490+106.7% |
| Participation rate | 95.2% | 75.1%+20.1pp | 82.4%+12.8pp | 67.9%+27.3pp |
| Annual return | -15.93% | -5.97%-10.0pp | 572.41%-588.3pp | -7.85%-8.1pp |
| Employer contribution / active EE | $6,681 | $3,382+97.5% | $4,816+38.7% | $2,597+157.3% |
| Participant deferral / active EE | $8,166 | $6,111+33.6% | $7,448+9.6% | $4,028+102.7% |
| Admin fee / account holder | $3,892 | $6,277-38.0% | $10,009-61.1% | $5,403-28.0% |