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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 | $107,860 | $82,678+30.5% | $125,391-14.0% | $68,490+57.5% |
| Participation rate | 85.3% | 75.1%+10.2pp | 82.4%+2.9pp | 67.9%+17.4pp |
| Annual return | -14.39% | -5.97%-8.4pp | 572.41%-586.8pp | -7.85%-6.5pp |
| Employer contribution / active EE | $8,025 | $3,382+137.3% | $4,816+66.6% | $2,597+209.0% |
| Participant deferral / active EE | $15,506 | $6,111+153.7% | $7,448+108.2% | $4,028+285.0% |
| Admin fee / account holder | $9,220 | $6,277+46.9% | $10,009-7.9% | $5,403+70.6% |