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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 | $169,762 | $82,678+105.3% | $125,391+35.4% | $68,490+147.9% |
| Participation rate | 89.4% | 75.1%+14.3pp | 82.4%+7.0pp | 67.9%+21.5pp |
| Annual return | -15.85% | -5.97%-9.9pp | 572.41%-588.3pp | -7.85%-8.0pp |
| Employer contribution / active EE | $1,893 | $3,382-44.0% | $4,816-60.7% | $2,597-27.1% |
| Participant deferral / active EE | $13,673 | $6,111+123.7% | $7,448+83.6% | $4,028+239.5% |
| Admin fee / account holder | $6,693 | $6,277+6.6% | $10,009-33.1% | $5,403+23.9% |