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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 | $129,038 | $82,674+56.1% | $125,381+2.9% | $68,486+88.4% |
| Participation rate | 87.5% | 75.1%+12.4pp | 82.4%+5.1pp | 67.9%+19.6pp |
| Annual return | -18.64% | -5.97%-12.7pp | 572.31%-591.0pp | -7.85%-10.8pp |
| Employer contribution / active EE | $4,212 | $3,382+24.6% | $4,815-12.5% | $2,597+62.2% |
| Participant deferral / active EE | $11,769 | $6,111+92.6% | $7,448+58.0% | $4,028+192.2% |
| Admin fee / account holder | $28,791 | $6,277+358.7% | $10,007+187.7% | $5,404+432.8% |