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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 | $172,461 | $82,674+108.6% | $125,381+37.5% | $68,486+151.8% |
| Participation rate | 86.3% | 75.1%+11.3pp | 82.4%+3.9pp | 67.9%+18.4pp |
| Annual return | -17.71% | -5.97%-11.7pp | 572.31%-590.0pp | -7.85%-9.9pp |
| Employer contribution / active EE | $2,740 | $3,382-19.0% | $4,815-43.1% | $2,597+5.5% |
| Participant deferral / active EE | $7,603 | $6,111+24.4% | $7,448+2.1% | $4,028+88.8% |
| Admin fee / account holder | $12,023 | $6,277+91.5% | $10,007+20.1% | $5,404+122.5% |