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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 | $148,460 | $100,805+47.3% | $86,698+71.2% | $134,532+10.4% |
| Participation rate | 76.2% | 79.0%-2.8pp | 76.6%-0.4pp | 81.2%-5.0pp |
| Annual return | -11.63% | 29.09%-40.7pp | 35.95%-47.6pp | 418.27%-429.9pp |
| Employer contribution / active EE | $6,415 | $3,490+83.8% | $2,837+126.1% | $4,741+35.3% |
| Participant deferral / active EE | $4,679 | $5,339-12.4% | $4,656+0.5% | $6,401-26.9% |
| Admin fee / account holder | $8,373 | $10,925-23.4% | $7,493+11.8% | $11,429-26.7% |