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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 | $163,491 | $95,895+70.5% | $79,576+105.5% | $134,509+21.5% |
| Participation rate | 79.2% | 75.0%+4.1pp | 69.5%+9.7pp | 81.2%-2.1pp |
| Annual return | -13.39% | -2.72%-10.7pp | 0.15%-13.5pp | 418.13%-431.5pp |
| Employer contribution / active EE | $3,830 | $3,128+22.4% | $2,413+58.7% | $4,741-19.2% |
| Participant deferral / active EE | $10,457 | $4,693+122.8% | $3,985+162.4% | $6,400+63.4% |
| Admin fee / account holder | $4,591 | $9,129-49.7% | $6,834-32.8% | $11,427-59.8% |