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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 | $142,929 | $82,678+72.9% | $125,391+14.0% | $68,490+108.7% |
| Participation rate | 83.3% | 75.1%+8.3pp | 82.4%+0.9pp | 67.9%+15.4pp |
| Annual return | -15.38% | -5.97%-9.4pp | 572.41%-587.8pp | -7.85%-7.5pp |
| Employer contribution / active EE | $3,291 | $3,382-2.7% | $4,816-31.7% | $2,597+26.7% |
| Participant deferral / active EE | $9,002 | $6,111+47.3% | $7,448+20.9% | $4,028+123.5% |
| Admin fee / account holder | $4,876 | $6,277-22.3% | $10,009-51.3% | $5,403-9.8% |