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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 | $144,282 | $82,674+74.5% | $125,381+15.1% | $68,486+110.7% |
| Participation rate | 92.0% | 75.1%+16.9pp | 82.4%+9.6pp | 67.9%+24.1pp |
| Annual return | -12.12% | -5.97%-6.2pp | 572.31%-584.4pp | -7.85%-4.3pp |
| Employer contribution / active EE | $1,134 | $3,382-66.5% | $4,815-76.4% | $2,597-56.3% |
| Participant deferral / active EE | $10,252 | $6,111+67.8% | $7,448+37.7% | $4,028+154.5% |
| Admin fee / account holder | $1,611 | $6,277-74.3% | $10,007-83.9% | $5,404-70.2% |