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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 | $151,969 | $82,678+83.8% | $125,391+21.2% | $68,490+121.9% |
| Participation rate | 92.3% | 75.1%+17.2pp | 82.4%+9.9pp | 67.9%+24.4pp |
| Annual return | -17.36% | -5.97%-11.4pp | 572.41%-589.8pp | -7.85%-9.5pp |
| Employer contribution / active EE | $2,437 | $3,382-28.0% | $4,816-49.4% | $2,597-6.2% |
| Participant deferral / active EE | $6,305 | $6,111+3.2% | $7,448-15.4% | $4,028+56.5% |
| Admin fee / account holder | $1,760 | $6,277-72.0% | $10,009-82.4% | $5,403-67.4% |