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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 | $122,781 | $82,674+48.5% | $125,381-2.1% | $68,486+79.3% |
| Participation rate | 97.9% | 75.1%+22.9pp | 82.4%+15.5pp | 67.9%+30.0pp |
| Annual return | -9.95% | -5.97%-4.0pp | 572.31%-582.3pp | -7.85%-2.1pp |
| Employer contribution / active EE | $2,889 | $3,382-14.6% | $4,815-40.0% | $2,597+11.2% |
| Participant deferral / active EE | $6,179 | $6,111+1.1% | $7,448-17.0% | $4,028+53.4% |
| Admin fee / account holder | $2,485 | $6,277-60.4% | $10,007-75.2% | $5,404-54.0% |