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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 | $103,254 | $82,678+24.9% | $125,391-17.7% | $68,490+50.8% |
| Participation rate | 98.3% | 75.1%+23.3pp | 82.4%+15.9pp | 67.9%+30.4pp |
| Annual return | -16.60% | -5.97%-10.6pp | 572.41%-589.0pp | -7.85%-8.7pp |
| Employer contribution / active EE | $3,488 | $3,382+3.1% | $4,816-27.6% | $2,597+34.3% |
| Participant deferral / active EE | $6,988 | $6,111+14.3% | $7,448-6.2% | $4,028+73.5% |
| Admin fee / account holder | $11,739 | $6,277+87.0% | $10,009+17.3% | $5,403+117.3% |