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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 | $232,627 | $82,678+181.4% | $125,391+85.5% | $68,490+239.6% |
| Participation rate | 76.0% | 75.1%+0.9pp | 82.4%-6.4pp | 67.9%+8.1pp |
| Annual return | -16.94% | -5.97%-11.0pp | 572.41%-589.4pp | -7.85%-9.1pp |
| Employer contribution / active EE | $4,210 | $3,382+24.5% | $4,816-12.6% | $2,597+62.1% |
| Participant deferral / active EE | $11,344 | $6,111+85.6% | $7,448+52.3% | $4,028+181.6% |
| Admin fee / account holder | $999 | $6,277-84.1% | $10,009-90.0% | $5,403-81.5% |