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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 | $124,410 | $82,678+50.5% | $125,391-0.8% | $68,490+81.6% |
| Participation rate | 87.9% | 75.1%+12.8pp | 82.4%+5.5pp | 67.9%+20.0pp |
| Annual return | -13.75% | -5.97%-7.8pp | 572.41%-586.2pp | -7.85%-5.9pp |
| Employer contribution / active EE | $4,219 | $3,382+24.7% | $4,816-12.4% | $2,597+62.5% |
| Participant deferral / active EE | $8,311 | $6,111+36.0% | $7,448+11.6% | $4,028+106.3% |
| Admin fee / account holder | $8,221 | $6,277+31.0% | $10,009-17.9% | $5,403+52.2% |