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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 | $163,265 | $82,678+97.5% | $125,391+30.2% | $68,490+138.4% |
| Participation rate | 85.2% | 75.1%+10.1pp | 82.4%+2.8pp | 67.9%+17.3pp |
| Annual return | -13.15% | -5.97%-7.2pp | 572.41%-585.6pp | -7.85%-5.3pp |
| Employer contribution / active EE | $5,787 | $3,382+71.1% | $4,816+20.2% | $2,597+122.9% |
| Participant deferral / active EE | $3,309 | $6,111-45.9% | $7,448-55.6% | $4,028-17.9% |
| Admin fee / account holder | $1,022 | $6,277-83.7% | $10,009-89.8% | $5,403-81.1% |