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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 | $176,365 | $82,674+113.3% | $125,381+40.7% | $68,486+157.5% |
| Participation rate | 82.8% | 75.1%+7.7pp | 82.4%+0.4pp | 67.9%+14.9pp |
| Annual return | -16.66% | -5.97%-10.7pp | 572.31%-589.0pp | -7.85%-8.8pp |
| Employer contribution / active EE | $3,385 | $3,382+0.1% | $4,815-29.7% | $2,597+30.3% |
| Participant deferral / active EE | $7,708 | $6,111+26.1% | $7,448+3.5% | $4,028+91.4% |
| Admin fee / account holder | $2,014 | $6,277-67.9% | $10,007-79.9% | $5,404-62.7% |