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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 | $125,294 | $81,870+53.0% | $119,622+4.7% | $68,486+82.9% |
| Participation rate | 95.8% | 71.9%+23.9pp | 79.3%+16.5pp | 67.9%+27.9pp |
| Annual return | -9.56% | -23.82%+14.3pp | -14.98%+5.4pp | -7.85%-1.7pp |
| Employer contribution / active EE | $8,580 | $2,692+218.8% | $4,232+102.7% | $2,597+230.4% |
| Participant deferral / active EE | $7,239 | $4,148+74.5% | $5,601+29.3% | $4,028+79.7% |
| Admin fee / account holder | $1,661 | $6,583-74.8% | $10,328-83.9% | $5,404-69.3% |