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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 | $90,968 | $82,674+10.0% | $125,381-27.4% | $68,486+32.8% |
| Participation rate | 97.1% | 75.1%+22.0pp | 82.4%+14.7pp | 67.9%+29.2pp |
| Annual return | -18.76% | -5.97%-12.8pp | 572.31%-591.1pp | -7.85%-10.9pp |
| Employer contribution / active EE | $3,174 | $3,382-6.1% | $4,815-34.1% | $2,597+22.2% |
| Participant deferral / active EE | $9,003 | $6,111+47.3% | $7,448+20.9% | $4,028+123.5% |
| Admin fee / account holder | $6,457 | $6,277+2.9% | $10,007-35.5% | $5,404+19.5% |