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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 | $147,968 | $82,678+79.0% | $125,391+18.0% | $68,490+116.0% |
| Participation rate | 91.1% | 75.1%+16.0pp | 82.4%+8.7pp | 67.9%+23.2pp |
| Annual return | -13.55% | -5.97%-7.6pp | 572.41%-586.0pp | -7.85%-5.7pp |
| Employer contribution / active EE | $6,357 | $3,382+88.0% | $4,816+32.0% | $2,597+144.8% |
| Participant deferral / active EE | $10,122 | $6,111+65.6% | $7,448+35.9% | $4,028+151.3% |
| Admin fee / account holder | $3,619 | $6,277-42.4% | $10,009-63.8% | $5,403-33.0% |