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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 | $145,517 | $82,324+76.8% | $68,803+111.5% | $134,545+8.2% |
| Participation rate | 85.7% | 75.1%+10.7pp | 69.0%+16.7pp | 81.2%+4.5pp |
| Annual return | -11.40% | -2.17%-9.2pp | -6.37%-5.0pp | 418.37%-429.8pp |
| Employer contribution / active EE | $4,760 | $3,302+44.2% | $2,656+79.2% | $4,742+0.4% |
| Participant deferral / active EE | $5,594 | $4,740+18.0% | $3,942+41.9% | $6,401-12.6% |
| Admin fee / account holder | $11,754 | $6,485+81.2% | $4,936+138.1% | $11,431+2.8% |