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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 | $206,097 | $82,674+149.3% | $125,381+64.4% | $68,486+200.9% |
| Participation rate | 80.6% | 75.1%+5.6pp | 82.4%-1.7pp | 67.9%+12.8pp |
| Annual return | -15.92% | -5.97%-10.0pp | 572.31%-588.2pp | -7.85%-8.1pp |
| Employer contribution / active EE | $4,657 | $3,382+37.7% | $4,815-3.3% | $2,597+79.3% |
| Participant deferral / active EE | $11,562 | $6,111+89.2% | $7,448+55.2% | $4,028+187.1% |
| Admin fee / account holder | $3,287 | $6,277-47.6% | $10,007-67.2% | $5,404-39.2% |