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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 | $133,477 | $82,674+61.4% | $125,381+6.5% | $68,486+94.9% |
| Participation rate | 89.5% | 75.1%+14.4pp | 82.4%+7.1pp | 67.9%+21.6pp |
| Annual return | -12.09% | -5.97%-6.1pp | 572.31%-584.4pp | -7.85%-4.2pp |
| Employer contribution / active EE | $2,714 | $3,382-19.7% | $4,815-43.6% | $2,597+4.5% |
| Participant deferral / active EE | $6,615 | $6,111+8.3% | $7,448-11.2% | $4,028+64.2% |
| Admin fee / account holder | $2,654 | $6,277-57.7% | $10,007-73.5% | $5,404-50.9% |