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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 | $163,816 | $82,674+98.1% | $125,381+30.7% | $68,486+139.2% |
| Participation rate | 88.9% | 75.1%+13.8pp | 82.4%+6.5pp | 67.9%+21.0pp |
| Annual return | -16.78% | -5.97%-10.8pp | 572.31%-589.1pp | -7.85%-8.9pp |
| Employer contribution / active EE | $1,220 | $3,382-63.9% | $4,815-74.7% | $2,597-53.0% |
| Participant deferral / active EE | $7,657 | $6,111+25.3% | $7,448+2.8% | $4,028+90.1% |
| Admin fee / account holder | $4,637 | $6,277-26.1% | $10,007-53.7% | $5,404-14.2% |