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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 | $180,564 | $82,674+118.4% | $125,381+44.0% | $68,486+163.7% |
| Participation rate | 91.4% | 75.1%+16.4pp | 82.4%+9.0pp | 67.9%+23.5pp |
| Annual return | -16.51% | -5.97%-10.5pp | 572.31%-588.8pp | -7.85%-8.7pp |
| Employer contribution / active EE | $3,446 | $3,382+1.9% | $4,815-28.4% | $2,597+32.7% |
| Participant deferral / active EE | $9,293 | $6,111+52.1% | $7,448+24.8% | $4,028+130.7% |
| Admin fee / account holder | $4,852 | $6,277-22.7% | $10,007-51.5% | $5,404-10.2% |