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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 | $247,233 | $82,678+199.0% | $125,391+97.2% | $68,490+261.0% |
| Participation rate | 78.8% | 75.1%+3.7pp | 82.4%-3.6pp | 67.9%+10.9pp |
| Annual return | -16.73% | -5.97%-10.8pp | 572.41%-589.1pp | -7.85%-8.9pp |
| Employer contribution / active EE | $2,399 | $3,382-29.1% | $4,816-50.2% | $2,597-7.6% |
| Participant deferral / active EE | $5,782 | $6,111-5.4% | $7,448-22.4% | $4,028+43.5% |
| Admin fee / account holder | $11,031 | $6,277+75.7% | $10,009+10.2% | $5,403+104.2% |