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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 | $192,909 | $82,674+133.3% | $125,381+53.9% | $68,486+181.7% |
| Participation rate | 83.9% | 75.1%+8.8pp | 82.4%+1.5pp | 67.9%+16.0pp |
| Annual return | -16.52% | -5.97%-10.5pp | 572.31%-588.8pp | -7.85%-8.7pp |
| Employer contribution / active EE | $3,281 | $3,382-3.0% | $4,815-31.9% | $2,597+26.4% |
| Participant deferral / active EE | $11,112 | $6,111+81.8% | $7,448+49.2% | $4,028+175.9% |
| Admin fee / account holder | $1,170 | $6,277-81.4% | $10,007-88.3% | $5,404-78.3% |