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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 | $176,246 | $82,678+113.2% | $125,391+40.6% | $68,490+157.3% |
| Participation rate | 84.8% | 75.1%+9.8pp | 82.4%+2.5pp | 67.9%+17.0pp |
| Annual return | -15.11% | -5.97%-9.1pp | 572.41%-587.5pp | -7.85%-7.3pp |
| Employer contribution / active EE | $3,285 | $3,382-2.9% | $4,816-31.8% | $2,597+26.5% |
| Participant deferral / active EE | $7,988 | $6,111+30.7% | $7,448+7.2% | $4,028+98.3% |
| Admin fee / account holder | $3,983 | $6,277-36.6% | $10,009-60.2% | $5,403-26.3% |