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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 | $228,748 | $82,678+176.7% | $125,391+82.4% | $68,490+234.0% |
| Participation rate | 80.6% | 75.1%+5.5pp | 82.4%-1.8pp | 67.9%+12.7pp |
| Annual return | -18.23% | -5.97%-12.3pp | 572.41%-590.6pp | -7.85%-10.4pp |
| Employer contribution / active EE | $6,215 | $3,382+83.7% | $4,816+29.1% | $2,597+139.3% |
| Participant deferral / active EE | $15,080 | $6,111+146.8% | $7,448+102.5% | $4,028+274.4% |
| Admin fee / account holder | $5,809 | $6,277-7.5% | $10,009-42.0% | $5,403+7.5% |