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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 | $187,341 | $105,866+77.0% | $90,766+106.4% | $134,545+39.2% |
| Participation rate | 80.0% | 78.3%+1.7pp | 75.7%+4.3pp | 81.2%-1.2pp |
| Annual return | -17.06% | -10.99%-6.1pp | -12.16%-4.9pp | 418.37%-435.4pp |
| Employer contribution / active EE | $5,709 | $3,464+64.8% | $2,922+95.4% | $4,742+20.4% |
| Participant deferral / active EE | $21,104 | $5,217+304.5% | $4,565+362.3% | $6,401+229.7% |
| Admin fee / account holder | $135,686 | $13,938+873.5% | $8,446+1506.5% | $11,431+1087.0% |