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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 | $194,179 | $82,678+134.9% | $125,391+54.9% | $68,490+183.5% |
| Participation rate | 97.9% | 75.1%+22.9pp | 82.4%+15.5pp | 67.9%+30.0pp |
| Annual return | -15.19% | -5.97%-9.2pp | 572.41%-587.6pp | -7.85%-7.3pp |
| Employer contribution / active EE | $3,094 | $3,382-8.5% | $4,816-35.8% | $2,597+19.1% |
| Participant deferral / active EE | $8,724 | $6,111+42.7% | $7,448+17.1% | $4,028+116.6% |
| Admin fee / account holder | $2,707 | $6,277-56.9% | $10,009-72.9% | $5,403-49.9% |