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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 | $109,927 | $82,678+33.0% | $125,391-12.3% | $68,490+60.5% |
| Participation rate | 96.9% | 75.1%+21.8pp | 82.4%+14.5pp | 67.9%+29.0pp |
| Annual return | -14.85% | -5.97%-8.9pp | 572.41%-587.3pp | -7.85%-7.0pp |
| Employer contribution / active EE | $5,723 | $3,382+69.2% | $4,816+18.8% | $2,597+120.4% |
| Participant deferral / active EE | $6,469 | $6,111+5.8% | $7,448-13.1% | $4,028+60.6% |
| Admin fee / account holder | $30,598 | $6,277+387.4% | $10,009+205.7% | $5,403+466.3% |