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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 | $142,344 | $82,674+72.2% | $125,381+13.5% | $68,486+107.8% |
| Participation rate | 87.9% | 75.1%+12.8pp | 82.4%+5.5pp | 67.9%+20.0pp |
| Annual return | -17.81% | -5.97%-11.8pp | 572.31%-590.1pp | -7.85%-10.0pp |
| Employer contribution / active EE | $3,638 | $3,382+7.6% | $4,815-24.5% | $2,597+40.1% |
| Participant deferral / active EE | $10,607 | $6,111+73.6% | $7,448+42.4% | $4,028+163.4% |
| Admin fee / account holder | $1,904 | $6,277-69.7% | $10,007-81.0% | $5,404-64.8% |