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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 | $178,456 | $82,678+115.8% | $125,391+42.3% | $68,490+160.6% |
| Participation rate | 80.3% | 75.1%+5.2pp | 82.4%-2.1pp | 67.9%+12.4pp |
| Annual return | -13.75% | -5.97%-7.8pp | 572.41%-586.2pp | -7.85%-5.9pp |
| Employer contribution / active EE | $6,730 | $3,382+99.0% | $4,816+39.8% | $2,597+159.2% |
| Participant deferral / active EE | $7,059 | $6,111+15.5% | $7,448-5.2% | $4,028+75.3% |
| Admin fee / account holder | $25,684 | $6,277+309.1% | $10,009+156.6% | $5,403+375.4% |