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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 | $138,136 | $82,674+67.1% | $125,381+10.2% | $68,486+101.7% |
| Participation rate | 88.8% | 75.1%+13.7pp | 82.4%+6.4pp | 67.9%+20.9pp |
| Annual return | -19.26% | -5.97%-13.3pp | 572.31%-591.6pp | -7.85%-11.4pp |
| Employer contribution / active EE | $4,336 | $3,382+28.2% | $4,815-10.0% | $2,597+67.0% |
| Participant deferral / active EE | $7,603 | $6,111+24.4% | $7,448+2.1% | $4,028+88.8% |
| Admin fee / account holder | $800 | $6,277-87.3% | $10,007-92.0% | $5,404-85.2% |