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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 | $139,684 | $72,404+92.9% | $110,243+26.7% | $64,173+117.7% |
| Participation rate | 72.9% | 73.3%-0.5pp | 79.8%-6.9pp | 69.6%+3.3pp |
| Annual return | -6.51% | -6.29%-0.2pp | 314.76%-321.3pp | 7.63%-14.1pp |
| Employer contribution / active EE | $6,246 | $2,282+173.8% | $3,827+63.2% | $2,381+162.3% |
| Participant deferral / active EE | $7,426 | $3,469+114.1% | $4,672+58.9% | $3,470+114.0% |
| Admin fee / account holder | $3,472 | $5,664-38.7% | $8,548-59.4% | $4,887-29.0% |