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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 | $172,627 | $82,674+108.8% | $125,381+37.7% | $68,486+152.1% |
| Participation rate | 90.7% | 75.1%+15.6pp | 82.4%+8.3pp | 67.9%+22.8pp |
| Annual return | -17.90% | -5.97%-11.9pp | 572.31%-590.2pp | -7.85%-10.0pp |
| Employer contribution / active EE | $3,370 | $3,382-0.4% | $4,815-30.0% | $2,597+29.8% |
| Participant deferral / active EE | $8,551 | $6,111+39.9% | $7,448+14.8% | $4,028+112.3% |
| Admin fee / account holder | $5,061 | $6,277-19.4% | $10,007-49.4% | $5,404-6.3% |