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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 | $196,255 | $95,193+106.2% | $76,523+156.5% | $135,382+45.0% |
| Participation rate | 81.8% | 74.4%+7.4pp | 68.0%+13.8pp | 82.6%-0.8pp |
| Annual return | -7.91% | 4.85%-12.8pp | -0.27%-7.6pp | 519.77%-527.7pp |
| Employer contribution / active EE | $4,455 | $3,302+34.9% | $2,647+68.3% | $4,779-6.8% |
| Participant deferral / active EE | $3,985 | $4,639-14.1% | $3,835+3.9% | $5,609-29.0% |
| Admin fee / account holder | $9,825 | $6,249+57.2% | $4,848+102.6% | $10,829-9.3% |