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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 | $180,327 | $90,448+99.4% | $93,786+92.3% | $134,545+34.0% |
| Participation rate | 92.3% | 82.0%+10.3pp | 81.0%+11.3pp | 81.2%+11.1pp |
| Annual return | -19.37% | -15.71%-3.7pp | -11.32%-8.0pp | 418.37%-437.7pp |
| Employer contribution / active EE | $7,224 | $4,349+66.1% | $4,328+66.9% | $4,742+52.4% |
| Participant deferral / active EE | $10,090 | $5,983+68.7% | $6,100+65.4% | $6,401+57.6% |
| Admin fee / account holder | $51,376 | $9,232+456.5% | $7,184+615.1% | $11,431+349.5% |