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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 | $144,283 | $82,678+74.5% | $125,391+15.1% | $68,490+110.7% |
| Participation rate | 88.9% | 75.1%+13.8pp | 82.4%+6.5pp | 67.9%+21.0pp |
| Annual return | -15.92% | -5.97%-10.0pp | 572.41%-588.3pp | -7.85%-8.1pp |
| Employer contribution / active EE | $2,466 | $3,382-27.1% | $4,816-48.8% | $2,597-5.0% |
| Participant deferral / active EE | $9,269 | $6,111+51.7% | $7,448+24.4% | $4,028+130.1% |
| Admin fee / account holder | $11,355 | $6,277+80.9% | $10,009+13.5% | $5,403+110.2% |