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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 | $143,459 | $82,678+73.5% | $125,391+14.4% | $68,490+109.5% |
| Participation rate | 93.9% | 75.1%+18.9pp | 82.4%+11.6pp | 67.9%+26.0pp |
| Annual return | -11.57% | -5.97%-5.6pp | 572.41%-584.0pp | -7.85%-3.7pp |
| Employer contribution / active EE | $2,292 | $3,382-32.2% | $4,816-52.4% | $2,597-11.8% |
| Participant deferral / active EE | $9,757 | $6,111+59.6% | $7,448+31.0% | $4,028+142.2% |
| Admin fee / account holder | $37,974 | $6,277+504.9% | $10,009+279.4% | $5,403+602.8% |