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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 | $151,964 | $82,674+83.8% | $125,381+21.2% | $68,486+121.9% |
| Participation rate | 90.6% | 75.1%+15.6pp | 82.4%+8.2pp | 67.9%+22.7pp |
| Annual return | -17.25% | -5.97%-11.3pp | 572.31%-589.6pp | -7.85%-9.4pp |
| Employer contribution / active EE | $904 | $3,382-73.3% | $4,815-81.2% | $2,597-65.2% |
| Participant deferral / active EE | $9,372 | $6,111+53.4% | $7,448+25.8% | $4,028+132.7% |
| Admin fee / account holder | $26,471 | $6,277+321.7% | $10,007+164.5% | $5,404+389.9% |