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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 | $177,133 | $75,962+133.2% | $154,108+14.9% | $64,173+176.0% |
| Participation rate | 71.8% | 70.4%+1.4pp | 83.0%-11.2pp | 69.6%+2.2pp |
| Annual return | -6.17% | 30.32%-36.5pp | 735.21%-741.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $7,674 | $3,350+129.1% | $5,298+44.9% | $2,381+222.3% |
| Participant deferral / active EE | $2,403 | $3,175-24.3% | $5,081-52.7% | $3,470-30.7% |
| Admin fee / account holder | $2,768 | $5,589-50.5% | $13,411-79.4% | $4,887-43.4% |