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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 | $118,159 | $54,357+117.4% | $82,706+42.9% | $68,495+72.5% |
| Participation rate | 87.5% | 63.9%+23.6pp | 72.6%+14.9pp | 67.9%+19.6pp |
| Annual return | -12.43% | -13.67%+1.2pp | 701.76%-714.2pp | -7.84%-4.6pp |
| Employer contribution / active EE | $1,635 | $2,218-26.3% | $3,007-45.6% | $2,596-37.0% |
| Participant deferral / active EE | $8,220 | $3,246+153.2% | $4,394+87.1% | $4,028+104.1% |
| Admin fee / account holder | $29,726 | $4,396+576.2% | $5,329+457.9% | $5,403+450.1% |