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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 | $169,951 | $82,678+105.6% | $125,391+35.5% | $68,490+148.1% |
| Participation rate | 93.5% | 75.1%+18.5pp | 82.4%+11.2pp | 67.9%+25.7pp |
| Annual return | -16.53% | -5.97%-10.6pp | 572.41%-588.9pp | -7.85%-8.7pp |
| Employer contribution / active EE | $3,708 | $3,382+9.6% | $4,816-23.0% | $2,597+42.8% |
| Participant deferral / active EE | $8,794 | $6,111+43.9% | $7,448+18.1% | $4,028+118.3% |
| Admin fee / account holder | $6,717 | $6,277+7.0% | $10,009-32.9% | $5,403+24.3% |