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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 | $150,247 | $82,674+81.7% | $125,363+19.8% | $68,495+119.4% |
| Participation rate | 81.7% | 75.0%+6.6pp | 82.4%-0.7pp | 67.9%+13.8pp |
| Annual return | -15.51% | -5.97%-9.5pp | 572.15%-587.7pp | -7.84%-7.7pp |
| Employer contribution / active EE | $3,563 | $3,382+5.4% | $4,815-26.0% | $2,596+37.2% |
| Participant deferral / active EE | $9,046 | $6,111+48.0% | $7,447+21.5% | $4,028+124.6% |
| Admin fee / account holder | $14,085 | $6,276+124.4% | $10,005+40.8% | $5,403+160.7% |