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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 | $157,683 | $67,396+134.0% | $60,919+158.8% | $134,545+17.2% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.1%-1.7pp | 81.2%-9.8pp |
| Annual return | -14.91% | 50.12%-65.0pp | 16.96%-31.9pp | 418.37%-433.3pp |
| Employer contribution / active EE | $14,286 | $3,101+360.7% | $2,704+428.4% | $4,742+201.3% |
| Participant deferral / active EE | $6,379 | $4,534+40.7% | $3,814+67.2% | $6,401-0.3% |
| Admin fee / account holder | $10,376 | $4,590+126.1% | $3,228+221.5% | $11,431-9.2% |