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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 | $162,033 | $93,117+74.0% | $77,096+110.2% | $134,532+20.4% |
| Participation rate | 85.7% | 74.5%+11.2pp | 67.9%+17.8pp | 81.2%+4.5pp |
| Annual return | -14.10% | 62.67%-76.8pp | 42.35%-56.5pp | 418.27%-432.4pp |
| Employer contribution / active EE | $1,891 | $3,420-44.7% | $2,814-32.8% | $4,741-60.1% |
| Participant deferral / active EE | $8,497 | $5,241+62.1% | $4,429+91.8% | $6,401+32.7% |
| Admin fee / account holder | $19,552 | $6,948+181.4% | $5,428+260.2% | $11,429+71.1% |