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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 | $163,502 | $82,674+97.8% | $125,381+30.4% | $68,486+138.7% |
| Participation rate | 92.0% | 75.1%+16.9pp | 82.4%+9.6pp | 67.9%+24.1pp |
| Annual return | -11.87% | -5.97%-5.9pp | 572.31%-584.2pp | -7.85%-4.0pp |
| Employer contribution / active EE | $3,197 | $3,382-5.5% | $4,815-33.6% | $2,597+23.1% |
| Participant deferral / active EE | $10,018 | $6,111+63.9% | $7,448+34.5% | $4,028+148.7% |
| Admin fee / account holder | $1,315 | $6,277-79.0% | $10,007-86.9% | $5,404-75.7% |