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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 | $177,011 | $83,427+112.2% | $115,756+52.9% | $68,486+158.5% |
| Participation rate | 86.2% | 71.9%+14.3pp | 77.1%+9.1pp | 67.9%+18.3pp |
| Annual return | -15.24% | -10.95%-4.3pp | 143.14%-158.4pp | -7.85%-7.4pp |
| Employer contribution / active EE | $2,699 | $3,075-12.2% | $3,793-28.8% | $2,597+3.9% |
| Participant deferral / active EE | $8,516 | $5,355+59.0% | $6,254+36.2% | $4,028+111.5% |
| Admin fee / account holder | $19,099 | $5,708+234.6% | $8,124+135.1% | $5,404+253.4% |