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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 | $131,164 | $82,674+58.7% | $125,381+4.6% | $68,486+91.5% |
| Participation rate | 90.3% | 75.1%+15.3pp | 82.4%+7.9pp | 67.9%+22.4pp |
| Annual return | -15.23% | -5.97%-9.3pp | 572.31%-587.5pp | -7.85%-7.4pp |
| Employer contribution / active EE | $13,139 | $3,382+288.5% | $4,815+172.9% | $2,597+406.0% |
| Participant deferral / active EE | $11,617 | $6,111+90.1% | $7,448+56.0% | $4,028+188.4% |
| Admin fee / account holder | $2,926 | $6,277-53.4% | $10,007-70.8% | $5,404-45.9% |