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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 | $165,811 | $67,372+146.1% | $60,906+172.2% | $134,532+23.2% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.1%+6.9pp | 81.2%-1.2pp |
| Annual return | -5.56% | 50.05%-55.6pp | 16.94%-22.5pp | 418.27%-423.8pp |
| Employer contribution / active EE | $4,468 | $3,099+44.2% | $2,703+65.3% | $4,741-5.8% |
| Participant deferral / active EE | $3,230 | $4,532-28.7% | $3,814-15.3% | $6,401-49.5% |
| Admin fee / account holder | $7,498 | $4,588+63.4% | $3,227+132.4% | $11,429-34.4% |