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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 | $136,315 | $82,678+64.9% | $125,391+8.7% | $68,490+99.0% |
| Participation rate | 91.3% | 75.1%+16.2pp | 82.4%+8.9pp | 67.9%+23.4pp |
| Annual return | -15.94% | -5.97%-10.0pp | 572.41%-588.3pp | -7.85%-8.1pp |
| Employer contribution / active EE | $3,430 | $3,382+1.4% | $4,816-28.8% | $2,597+32.1% |
| Participant deferral / active EE | $7,975 | $6,111+30.5% | $7,448+7.1% | $4,028+98.0% |
| Admin fee / account holder | $10,275 | $6,277+63.7% | $10,009+2.7% | $5,403+90.2% |