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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 | $146,139 | $82,674+76.8% | $125,381+16.6% | $68,486+113.4% |
| Participation rate | 86.0% | 75.1%+10.9pp | 82.4%+3.6pp | 67.9%+18.1pp |
| Annual return | -16.56% | -5.97%-10.6pp | 572.31%-588.9pp | -7.85%-8.7pp |
| Employer contribution / active EE | $2,620 | $3,382-22.5% | $4,815-45.6% | $2,597+0.9% |
| Participant deferral / active EE | $6,385 | $6,111+4.5% | $7,448-14.3% | $4,028+58.5% |
| Admin fee / account holder | $7,029 | $6,277+12.0% | $10,007-29.8% | $5,404+30.1% |