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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 | $182,978 | $82,314+122.3% | $68,808+165.9% | $134,532+36.0% |
| Participation rate | 88.9% | 75.1%+13.8pp | 69.0%+19.9pp | 81.2%+7.7pp |
| Annual return | -19.56% | -2.18%-17.4pp | -6.37%-13.2pp | 418.27%-437.8pp |
| Employer contribution / active EE | $6,842 | $3,301+107.2% | $2,656+157.6% | $4,741+44.3% |
| Participant deferral / active EE | $13,695 | $4,740+188.9% | $3,942+247.4% | $6,401+114.0% |
| Admin fee / account holder | $1,694 | $6,484-73.9% | $4,936-65.7% | $11,429-85.2% |