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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 | $207,870 | $105,867+96.3% | $90,760+129.0% | $134,532+54.5% |
| Participation rate | 90.5% | 78.3%+12.2pp | 75.7%+14.8pp | 81.2%+9.2pp |
| Annual return | -16.12% | -10.99%-5.1pp | -12.16%-4.0pp | 418.27%-434.4pp |
| Employer contribution / active EE | $3,539 | $3,464+2.2% | $2,922+21.1% | $4,741-25.4% |
| Participant deferral / active EE | $8,198 | $5,217+57.1% | $4,565+79.6% | $6,401+28.1% |
| Admin fee / account holder | $1,422 | $13,936-89.8% | $8,444-83.2% | $11,429-87.6% |