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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 | $140,928 | $82,674+70.5% | $125,381+12.4% | $68,486+105.8% |
| Participation rate | 72.0% | 75.1%-3.1pp | 82.4%-10.4pp | 67.9%+4.1pp |
| Annual return | -13.81% | -5.97%-7.8pp | 572.31%-586.1pp | -7.85%-6.0pp |
| Employer contribution / active EE | $2,626 | $3,382-22.4% | $4,815-45.5% | $2,597+1.1% |
| Participant deferral / active EE | $7,656 | $6,111+25.3% | $7,448+2.8% | $4,028+90.1% |
| Admin fee / account holder | $9,693 | $6,277+54.4% | $10,007-3.1% | $5,404+79.4% |