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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 | $149,336 | $82,678+80.6% | $125,391+19.1% | $68,490+118.0% |
| Participation rate | 84.6% | 75.1%+9.6pp | 82.4%+2.2pp | 67.9%+16.7pp |
| Annual return | -16.94% | -5.97%-11.0pp | 572.41%-589.4pp | -7.85%-9.1pp |
| Employer contribution / active EE | $7,028 | $3,382+107.8% | $4,816+45.9% | $2,597+170.6% |
| Participant deferral / active EE | $9,064 | $6,111+48.3% | $7,448+21.7% | $4,028+125.0% |
| Admin fee / account holder | $2,205 | $6,277-64.9% | $10,009-78.0% | $5,403-59.2% |