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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 | $143,021 | $82,674+73.0% | $125,363+14.1% | $68,495+108.8% |
| Participation rate | 93.7% | 75.0%+18.6pp | 82.4%+11.3pp | 67.9%+25.8pp |
| Annual return | -17.29% | -5.97%-11.3pp | 572.15%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $6,467 | $3,382+91.2% | $4,815+34.3% | $2,596+149.1% |
| Participant deferral / active EE | $4,643 | $6,111-24.0% | $7,447-37.7% | $4,028+15.3% |
| Admin fee / account holder | $19,939 | $6,276+217.7% | $10,005+99.3% | $5,403+269.0% |