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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 | $120,454 | $82,674+45.7% | $125,381-3.9% | $68,486+75.9% |
| Participation rate | 75.8% | 75.1%+0.7pp | 82.4%-6.6pp | 67.9%+7.9pp |
| Annual return | -14.07% | -5.97%-8.1pp | 572.31%-586.4pp | -7.85%-6.2pp |
| Employer contribution / active EE | $3,769 | $3,382+11.4% | $4,815-21.7% | $2,597+45.1% |
| Participant deferral / active EE | $7,896 | $6,111+29.2% | $7,448+6.0% | $4,028+96.1% |
| Admin fee / account holder | $25,309 | $6,277+303.2% | $10,007+152.9% | $5,404+368.4% |