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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 | $154,218 | $82,674+86.5% | $125,381+23.0% | $68,486+125.2% |
| Participation rate | 97.3% | 75.1%+22.3pp | 82.4%+15.0pp | 67.9%+29.4pp |
| Annual return | -13.71% | -5.97%-7.7pp | 572.31%-586.0pp | -7.85%-5.9pp |
| Employer contribution / active EE | $4,661 | $3,382+37.8% | $4,815-3.2% | $2,597+79.5% |
| Participant deferral / active EE | $7,534 | $6,111+23.3% | $7,448+1.2% | $4,028+87.1% |
| Admin fee / account holder | $38,474 | $6,277+512.9% | $10,007+284.5% | $5,404+612.0% |