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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 | $167,730 | $82,674+102.9% | $125,381+33.8% | $68,486+144.9% |
| Participation rate | 97.3% | 75.1%+22.2pp | 82.4%+14.9pp | 67.9%+29.4pp |
| Annual return | -16.37% | -5.97%-10.4pp | 572.31%-588.7pp | -7.85%-8.5pp |
| Employer contribution / active EE | $2,628 | $3,382-22.3% | $4,815-45.4% | $2,597+1.2% |
| Participant deferral / active EE | $10,003 | $6,111+63.7% | $7,448+34.3% | $4,028+148.4% |
| Admin fee / account holder | $3,562 | $6,277-43.2% | $10,007-64.4% | $5,404-34.1% |