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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 | $168,584 | $78,694+114.2% | $67,653+149.2% | $125,388+34.4% |
| Participation rate | 83.3% | 78.8%+4.5pp | 75.7%+7.7pp | 83.2%+0.1pp |
| Annual return | -2.28% | 9.46%-11.7pp | 6625.22%-6627.5pp | 282.24%-284.5pp |
| Employer contribution / active EE | $4,430 | $3,044+45.6% | $2,266+95.5% | $4,866-9.0% |
| Participant deferral / active EE | $16,513 | $4,292+284.7% | $3,560+363.9% | $5,352+208.6% |
| Admin fee / account holder | $1,603 | $7,403-78.4% | $4,821-66.8% | $9,541-83.2% |