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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 | $144,202 | $86,692+66.3% | $119,634+20.5% | $66,949+115.4% |
| Participation rate | 99.0% | 75.6%+23.5pp | 79.3%+19.8pp | 69.8%+29.2pp |
| Annual return | -14.40% | -8.00%-6.4pp | -14.98%+0.6pp | 1.57%-16.0pp |
| Employer contribution / active EE | $4,877 | $2,536+92.3% | $4,232+15.2% | $2,545+91.6% |
| Participant deferral / active EE | $6,690 | $4,360+53.4% | $5,601+19.4% | $4,239+57.8% |
| Admin fee / account holder | $4,981 | $755+559.7% | $10,329-51.8% | $594+739.2% |