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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 | $112,101 | $82,678+35.6% | $125,391-10.6% | $68,490+63.7% |
| Participation rate | 84.8% | 75.1%+9.8pp | 82.4%+2.5pp | 67.9%+17.0pp |
| Annual return | -17.63% | -5.97%-11.7pp | 572.41%-590.0pp | -7.85%-9.8pp |
| Employer contribution / active EE | $3,312 | $3,382-2.1% | $4,816-31.2% | $2,597+27.6% |
| Participant deferral / active EE | $8,114 | $6,111+32.8% | $7,448+8.9% | $4,028+101.4% |
| Admin fee / account holder | $15,411 | $6,277+145.5% | $10,009+54.0% | $5,403+185.2% |