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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 | $128,953 | $82,674+56.0% | $125,363+2.9% | $68,495+88.3% |
| Participation rate | 94.4% | 75.0%+19.4pp | 82.4%+12.1pp | 67.9%+26.6pp |
| Annual return | -14.66% | -5.97%-8.7pp | 572.15%-586.8pp | -7.84%-6.8pp |
| Employer contribution / active EE | $3,324 | $3,382-1.7% | $4,815-31.0% | $2,596+28.0% |
| Participant deferral / active EE | $8,566 | $6,111+40.2% | $7,447+15.0% | $4,028+112.7% |
| Admin fee / account holder | $13,077 | $6,276+108.3% | $10,005+30.7% | $5,403+142.0% |