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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 | $109,467 | $82,674+32.4% | $125,381-12.7% | $68,486+59.8% |
| Participation rate | 90.5% | 75.1%+15.4pp | 82.4%+8.1pp | 67.9%+22.6pp |
| Annual return | -17.15% | -5.97%-11.2pp | 572.31%-589.5pp | -7.85%-9.3pp |
| Employer contribution / active EE | $5,867 | $3,382+73.5% | $4,815+21.8% | $2,597+125.9% |
| Participant deferral / active EE | $7,281 | $6,111+19.2% | $7,448-2.2% | $4,028+80.8% |
| Admin fee / account holder | $950 | $6,277-84.9% | $10,007-90.5% | $5,404-82.4% |