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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 | $174,120 | $82,678+110.6% | $125,391+38.9% | $68,490+154.2% |
| Participation rate | 76.9% | 75.1%+1.9pp | 82.4%-5.5pp | 67.9%+9.0pp |
| Annual return | -14.66% | -5.97%-8.7pp | 572.41%-587.1pp | -7.85%-6.8pp |
| Employer contribution / active EE | $3,793 | $3,382+12.1% | $4,816-21.2% | $2,597+46.1% |
| Participant deferral / active EE | $7,246 | $6,111+18.6% | $7,448-2.7% | $4,028+79.9% |
| Admin fee / account holder | $3,610 | $6,277-42.5% | $10,009-63.9% | $5,403-33.2% |