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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 | $146,891 | $82,678+77.7% | $125,391+17.1% | $68,490+114.5% |
| Participation rate | 88.5% | 75.1%+13.4pp | 82.4%+6.1pp | 67.9%+20.6pp |
| Annual return | -18.07% | -5.97%-12.1pp | 572.41%-590.5pp | -7.85%-10.2pp |
| Employer contribution / active EE | $1,649 | $3,382-51.2% | $4,816-65.8% | $2,597-36.5% |
| Participant deferral / active EE | $10,122 | $6,111+65.6% | $7,448+35.9% | $4,028+151.3% |
| Admin fee / account holder | $7,622 | $6,277+21.4% | $10,009-23.8% | $5,403+41.1% |