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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 | $157,221 | $82,674+90.2% | $125,381+25.4% | $68,486+129.6% |
| Participation rate | 84.1% | 75.1%+9.0pp | 82.4%+1.7pp | 67.9%+16.2pp |
| Annual return | -16.03% | -5.97%-10.1pp | 572.31%-588.3pp | -7.85%-8.2pp |
| Employer contribution / active EE | $7,761 | $3,382+129.5% | $4,815+61.2% | $2,597+198.9% |
| Participant deferral / active EE | $5,747 | $6,111-6.0% | $7,448-22.8% | $4,028+42.7% |
| Admin fee / account holder | $15,080 | $6,277+140.2% | $10,007+50.7% | $5,404+179.1% |