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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 | $195,563 | $57,352+241.0% | $83,830+133.3% | $64,173+204.7% |
| Participation rate | 71.4% | 68.6%+2.8pp | 76.1%-4.7pp | 69.6%+1.9pp |
| Annual return | -5.55% | 11.38%-16.9pp | 850.97%-856.5pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,048 | $2,546-19.6% | $3,631-43.6% | $2,381-14.0% |
| Participant deferral / active EE | $5,351 | $2,993+78.8% | $4,082+31.1% | $3,470+54.2% |
| Admin fee / account holder | $18,368 | $4,046+354.0% | $5,479+235.3% | $4,887+275.8% |