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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 | $178,320 | $82,678+115.7% | $125,391+42.2% | $68,490+160.4% |
| Participation rate | 82.5% | 75.1%+7.4pp | 82.4%+0.1pp | 67.9%+14.6pp |
| Annual return | -14.83% | -5.97%-8.9pp | 572.41%-587.2pp | -7.85%-7.0pp |
| Employer contribution / active EE | $1,782 | $3,382-47.3% | $4,816-63.0% | $2,597-31.4% |
| Participant deferral / active EE | $6,627 | $6,111+8.4% | $7,448-11.0% | $4,028+64.5% |
| Admin fee / account holder | $26,607 | $6,277+323.9% | $10,009+165.8% | $5,403+392.5% |