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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 | $113,877 | $82,678+37.7% | $125,391-9.2% | $68,490+66.3% |
| Participation rate | 70.0% | 75.1%-5.1pp | 82.4%-12.4pp | 67.9%+2.1pp |
| Annual return | -16.26% | -5.97%-10.3pp | 572.41%-588.7pp | -7.85%-8.4pp |
| Employer contribution / active EE | $1,785 | $3,382-47.2% | $4,816-62.9% | $2,597-31.3% |
| Participant deferral / active EE | $11,550 | $6,111+89.0% | $7,448+55.1% | $4,028+186.7% |
| Admin fee / account holder | $37,619 | $6,277+499.3% | $10,009+275.9% | $5,403+596.3% |