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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 | $168,480 | $82,674+103.8% | $125,363+34.4% | $68,495+146.0% |
| Participation rate | 82.1% | 75.0%+7.0pp | 82.4%-0.3pp | 67.9%+14.2pp |
| Annual return | -17.72% | -5.97%-11.8pp | 572.15%-589.9pp | -7.84%-9.9pp |
| Employer contribution / active EE | $2,936 | $3,382-13.2% | $4,815-39.0% | $2,596+13.1% |
| Participant deferral / active EE | $11,348 | $6,111+85.7% | $7,447+52.4% | $4,028+181.8% |
| Admin fee / account holder | $3,051 | $6,276-51.4% | $10,005-69.5% | $5,403-43.5% |