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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 | $191,290 | $133,981+42.8% | $112,249+70.4% | $134,532+42.2% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -13.34% | 47.16%-60.5pp | 27.48%-40.8pp | 418.27%-431.6pp |
| Employer contribution / active EE | $2,607 | $4,040-35.5% | $3,636-28.3% | $4,741-45.0% |
| Participant deferral / active EE | $5,586 | $5,292+5.5% | $4,729+18.1% | $6,401-12.7% |
| Admin fee / account holder | $98,383 | $7,492+1213.2% | $6,412+1434.3% | $11,429+760.9% |