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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 | $140,155 | $82,678+69.5% | $125,391+11.8% | $68,490+104.6% |
| Participation rate | 93.1% | 75.1%+18.0pp | 82.4%+10.7pp | 67.9%+25.2pp |
| Annual return | -15.41% | -5.97%-9.4pp | 572.41%-587.8pp | -7.85%-7.6pp |
| Employer contribution / active EE | $1,671 | $3,382-50.6% | $4,816-65.3% | $2,597-35.6% |
| Participant deferral / active EE | $7,305 | $6,111+19.5% | $7,448-1.9% | $4,028+81.4% |
| Admin fee / account holder | $12,545 | $6,277+99.8% | $10,009+25.3% | $5,403+132.2% |