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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 | $90,741 | $54,370+66.9% | $82,763+9.6% | $68,490+32.5% |
| Participation rate | 96.2% | 63.9%+32.2pp | 72.6%+23.6pp | 67.9%+28.3pp |
| Annual return | -12.52% | -13.67%+1.2pp | 702.45%-715.0pp | -7.85%-4.7pp |
| Employer contribution / active EE | $11,538 | $2,219+419.9% | $3,008+283.6% | $2,597+344.4% |
| Participant deferral / active EE | $4,204 | $3,247+29.5% | $4,395-4.4% | $4,028+4.4% |
| Admin fee / account holder | $17,918 | $4,398+307.4% | $5,325+236.5% | $5,403+231.6% |