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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 | $248,758 | $82,678+200.9% | $125,391+98.4% | $68,490+263.2% |
| Participation rate | 77.8% | 75.1%+2.7pp | 82.4%-4.6pp | 67.9%+9.9pp |
| Annual return | -17.87% | -5.97%-11.9pp | 572.41%-590.3pp | -7.85%-10.0pp |
| Employer contribution / active EE | $2,622 | $3,382-22.5% | $4,816-45.6% | $2,597+1.0% |
| Participant deferral / active EE | $8,209 | $6,111+34.3% | $7,448+10.2% | $4,028+103.8% |
| Admin fee / account holder | $7,032 | $6,277+12.0% | $10,009-29.7% | $5,403+30.2% |