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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 | $153,507 | $82,674+85.7% | $125,381+22.4% | $68,486+124.1% |
| Participation rate | 92.3% | 75.1%+17.3pp | 82.4%+9.9pp | 67.9%+24.4pp |
| Annual return | -16.80% | -5.97%-10.8pp | 572.31%-589.1pp | -7.85%-8.9pp |
| Employer contribution / active EE | $5,615 | $3,382+66.0% | $4,815+16.6% | $2,597+116.2% |
| Participant deferral / active EE | $6,934 | $6,111+13.5% | $7,448-6.9% | $4,028+72.2% |
| Admin fee / account holder | $10,999 | $6,277+75.2% | $10,007+9.9% | $5,404+103.5% |