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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 | $149,288 | $82,674+80.6% | $125,363+19.1% | $68,495+118.0% |
| Participation rate | 92.3% | 75.0%+17.3pp | 82.4%+9.9pp | 67.9%+24.4pp |
| Annual return | -19.10% | -5.97%-13.1pp | 572.15%-591.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $1,159 | $3,382-65.7% | $4,815-75.9% | $2,596-55.4% |
| Participant deferral / active EE | $15,232 | $6,111+149.3% | $7,447+104.5% | $4,028+278.2% |
| Admin fee / account holder | $12,496 | $6,276+99.1% | $10,005+24.9% | $5,403+131.3% |