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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 | $145,108 | $82,678+75.5% | $125,391+15.7% | $68,490+111.9% |
| Participation rate | 97.4% | 75.1%+22.3pp | 82.4%+15.0pp | 67.9%+29.5pp |
| Annual return | -11.47% | -5.97%-5.5pp | 572.41%-583.9pp | -7.85%-3.6pp |
| Employer contribution / active EE | $6,312 | $3,382+86.6% | $4,816+31.1% | $2,597+143.1% |
| Participant deferral / active EE | $6,760 | $6,111+10.6% | $7,448-9.2% | $4,028+67.8% |
| Admin fee / account holder | $2,460 | $6,277-60.8% | $10,009-75.4% | $5,403-54.5% |