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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 | $191,405 | $84,628+126.2% | $61,501+211.2% | $134,545+42.3% |
| Participation rate | 77.8% | 62.2%+15.6pp | 52.6%+25.2pp | 81.2%-3.5pp |
| Annual return | -18.55% | 585.61%-604.2pp | 339.04%-357.6pp | 418.37%-436.9pp |
| Employer contribution / active EE | $1,196 | $1,545-22.6% | $1,160+3.1% | $4,742-74.8% |
| Participant deferral / active EE | $5,324 | $2,819+88.9% | $2,125+150.6% | $6,401-16.8% |
| Admin fee / account holder | $2,406 | $2,587-7.0% | $2,132+12.9% | $11,431-79.0% |