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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 | $132,244 | $82,674+60.0% | $125,381+5.5% | $68,486+93.1% |
| Participation rate | 97.3% | 75.1%+22.2pp | 82.4%+14.9pp | 67.9%+29.4pp |
| Annual return | -17.57% | -5.97%-11.6pp | 572.31%-589.9pp | -7.85%-9.7pp |
| Employer contribution / active EE | $4,729 | $3,382+39.8% | $4,815-1.8% | $2,597+82.1% |
| Participant deferral / active EE | $11,696 | $6,111+91.4% | $7,448+57.0% | $4,028+190.4% |
| Admin fee / account holder | $457 | $6,277-92.7% | $10,007-95.4% | $5,404-91.5% |