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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 | $175,820 | $105,866+66.1% | $90,766+93.7% | $134,545+30.7% |
| Participation rate | 85.7% | 78.3%+7.5pp | 75.7%+10.0pp | 81.2%+4.5pp |
| Annual return | -11.77% | -10.99%-0.8pp | -12.16%+0.4pp | 418.37%-430.1pp |
| Employer contribution / active EE | $3,639 | $3,464+5.1% | $2,922+24.5% | $4,742-23.3% |
| Participant deferral / active EE | $2,764 | $5,217-47.0% | $4,565-39.5% | $6,401-56.8% |
| Admin fee / account holder | $159,796 | $13,938+1046.5% | $8,446+1792.0% | $11,431+1298.0% |