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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 | $131,024 | $82,678+58.5% | $125,391+4.5% | $68,490+91.3% |
| Participation rate | 93.2% | 75.1%+18.2pp | 82.4%+10.8pp | 67.9%+25.3pp |
| Annual return | -14.23% | -5.97%-8.3pp | 572.41%-586.6pp | -7.85%-6.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $10,807 | $6,111+76.8% | $7,448+45.1% | $4,028+168.3% |
| Admin fee / account holder | $11,314 | $6,277+80.2% | $10,009+13.0% | $5,403+109.4% |