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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 | $157,769 | $82,674+90.8% | $125,381+25.8% | $68,486+130.4% |
| Participation rate | 71.4% | 75.1%-3.6pp | 82.4%-11.0pp | 67.9%+3.5pp |
| Annual return | -15.64% | -5.97%-9.7pp | 572.31%-588.0pp | -7.85%-7.8pp |
| Employer contribution / active EE | $8,556 | $3,382+153.0% | $4,815+77.7% | $2,597+229.5% |
| Participant deferral / active EE | $7,922 | $6,111+29.6% | $7,448+6.4% | $4,028+96.7% |
| Admin fee / account holder | $17,794 | $6,277+183.5% | $10,007+77.8% | $5,404+229.3% |