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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 | $154,432 | $82,678+86.8% | $125,391+23.2% | $68,490+125.5% |
| Participation rate | 88.1% | 75.1%+13.1pp | 82.4%+5.8pp | 67.9%+20.2pp |
| Annual return | -12.65% | -5.97%-6.7pp | 572.41%-585.1pp | -7.85%-4.8pp |
| Employer contribution / active EE | $3,182 | $3,382-5.9% | $4,816-33.9% | $2,597+22.6% |
| Participant deferral / active EE | $6,679 | $6,111+9.3% | $7,448-10.3% | $4,028+65.8% |
| Admin fee / account holder | $2,610 | $6,277-58.4% | $10,009-73.9% | $5,403-51.7% |