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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 | $157,883 | $82,678+91.0% | $125,391+25.9% | $68,490+130.5% |
| Participation rate | 93.1% | 75.1%+18.0pp | 82.4%+10.7pp | 67.9%+25.2pp |
| Annual return | -12.01% | -5.97%-6.0pp | 572.41%-584.4pp | -7.85%-4.2pp |
| Employer contribution / active EE | $6,630 | $3,382+96.0% | $4,816+37.7% | $2,597+155.3% |
| Participant deferral / active EE | $8,866 | $6,111+45.1% | $7,448+19.0% | $4,028+120.1% |
| Admin fee / account holder | $4,097 | $6,277-34.7% | $10,009-59.1% | $5,403-24.2% |