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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 | $165,337 | $82,674+100.0% | $125,381+31.9% | $68,486+141.4% |
| Participation rate | 87.5% | 75.1%+12.4pp | 82.4%+5.1pp | 67.9%+19.6pp |
| Annual return | -15.34% | -5.97%-9.4pp | 572.31%-587.6pp | -7.85%-7.5pp |
| Employer contribution / active EE | $9,857 | $3,382+191.5% | $4,815+104.7% | $2,597+279.6% |
| Participant deferral / active EE | $9,844 | $6,111+61.1% | $7,448+32.2% | $4,028+144.4% |
| Admin fee / account holder | $3,934 | $6,277-37.3% | $10,007-60.7% | $5,404-27.2% |