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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 | $153,655 | $82,674+85.9% | $125,363+22.6% | $68,495+124.3% |
| Participation rate | 85.4% | 75.0%+10.4pp | 82.4%+3.0pp | 67.9%+17.5pp |
| Annual return | -16.86% | -5.97%-10.9pp | 572.15%-589.0pp | -7.84%-9.0pp |
| Employer contribution / active EE | $3,253 | $3,382-3.8% | $4,815-32.4% | $2,596+25.3% |
| Participant deferral / active EE | $7,574 | $6,111+23.9% | $7,447+1.7% | $4,028+88.1% |
| Admin fee / account holder | $3,089 | $6,276-50.8% | $10,005-69.1% | $5,403-42.8% |