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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 | $206,340 | $82,674+149.6% | $125,381+64.6% | $68,486+201.3% |
| Participation rate | 90.4% | 75.1%+15.3pp | 82.4%+8.0pp | 67.9%+22.5pp |
| Annual return | -12.77% | -5.97%-6.8pp | 572.31%-585.1pp | -7.85%-4.9pp |
| Employer contribution / active EE | $2,381 | $3,382-29.6% | $4,815-50.6% | $2,597-8.3% |
| Participant deferral / active EE | $8,937 | $6,111+46.3% | $7,448+20.0% | $4,028+121.9% |
| Admin fee / account holder | $4,088 | $6,277-34.9% | $10,007-59.2% | $5,404-24.4% |