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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 | $151,202 | $82,678+82.9% | $125,391+20.6% | $68,490+120.8% |
| Participation rate | 82.6% | 75.1%+7.5pp | 82.4%+0.2pp | 67.9%+14.7pp |
| Annual return | -16.47% | -5.97%-10.5pp | 572.41%-588.9pp | -7.85%-8.6pp |
| Employer contribution / active EE | $3,413 | $3,382+0.9% | $4,816-29.1% | $2,597+31.4% |
| Participant deferral / active EE | $7,253 | $6,111+18.7% | $7,448-2.6% | $4,028+80.1% |
| Admin fee / account holder | $32,851 | $6,277+423.3% | $10,009+228.2% | $5,403+508.0% |