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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 | $158,625 | $82,678+91.9% | $125,391+26.5% | $68,490+131.6% |
| Participation rate | 81.6% | 75.1%+6.5pp | 82.4%-0.8pp | 67.9%+13.7pp |
| Annual return | -13.92% | -5.97%-8.0pp | 572.41%-586.3pp | -7.85%-6.1pp |
| Employer contribution / active EE | $4,871 | $3,382+44.0% | $4,816+1.1% | $2,597+87.6% |
| Participant deferral / active EE | $5,644 | $6,111-7.7% | $7,448-24.2% | $4,028+40.1% |
| Admin fee / account holder | $30,126 | $6,277+379.9% | $10,009+201.0% | $5,403+457.6% |