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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 | $154,256 | $82,678+86.6% | $125,391+23.0% | $68,490+125.2% |
| Participation rate | 90.0% | 75.1%+14.9pp | 82.4%+7.6pp | 67.9%+22.1pp |
| Annual return | -12.68% | -5.97%-6.7pp | 572.41%-585.1pp | -7.85%-4.8pp |
| Employer contribution / active EE | $3,132 | $3,382-7.4% | $4,816-35.0% | $2,597+20.6% |
| Participant deferral / active EE | $7,428 | $6,111+21.5% | $7,448-0.3% | $4,028+84.4% |
| Admin fee / account holder | $76,121 | $6,277+1112.6% | $10,009+660.6% | $5,403+1308.9% |