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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 | $170,299 | $93,117+82.9% | $77,096+120.9% | $134,532+26.6% |
| Participation rate | 77.8% | 74.5%+3.3pp | 67.9%+9.9pp | 81.2%-3.5pp |
| Annual return | -17.93% | 62.67%-80.6pp | 42.35%-60.3pp | 418.27%-436.2pp |
| Employer contribution / active EE | $15,338 | $3,420+348.4% | $2,814+445.0% | $4,741+223.5% |
| Participant deferral / active EE | $5,033 | $5,241-4.0% | $4,429+13.6% | $6,401-21.4% |
| Admin fee / account holder | $826 | $6,948-88.1% | $5,428-84.8% | $11,429-92.8% |