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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 | $181,720 | $82,314+120.8% | $68,808+164.1% | $134,532+35.1% |
| Participation rate | 91.7% | 75.1%+16.6pp | 69.0%+22.6pp | 81.2%+10.4pp |
| Annual return | -15.51% | -2.18%-13.3pp | -6.37%-9.1pp | 418.27%-433.8pp |
| Employer contribution / active EE | $3,735 | $3,301+13.1% | $2,656+40.6% | $4,741-21.2% |
| Participant deferral / active EE | $10,805 | $4,740+128.0% | $3,942+174.1% | $6,401+68.8% |
| Admin fee / account holder | $2,181 | $6,484-66.4% | $4,936-55.8% | $11,429-80.9% |