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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 | $182,455 | $100,805+81.0% | $86,698+110.4% | $134,532+35.6% |
| Participation rate | 80.0% | 79.0%+1.0pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -12.41% | 29.09%-41.5pp | 35.95%-48.4pp | 418.27%-430.7pp |
| Employer contribution / active EE | $1,577 | $3,490-54.8% | $2,837-44.4% | $4,741-66.7% |
| Participant deferral / active EE | $4,662 | $5,339-12.7% | $4,656+0.1% | $6,401-27.2% |
| Admin fee / account holder | $30,713 | $10,925+181.1% | $7,493+309.9% | $11,429+168.7% |