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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 | $166,113 | $75,962+118.7% | $154,108+7.8% | $64,173+158.9% |
| Participation rate | 76.9% | 70.4%+6.5pp | 83.0%-6.1pp | 69.6%+7.4pp |
| Annual return | -5.19% | 30.32%-35.5pp | 735.21%-740.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,095 | $3,350-67.3% | $5,298-79.3% | $2,381-54.0% |
| Participant deferral / active EE | $6,002 | $3,175+89.1% | $5,081+18.1% | $3,470+73.0% |
| Admin fee / account holder | $14,470 | $5,589+158.9% | $13,411+7.9% | $4,887+196.1% |