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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 | $202,259 | $82,674+144.6% | $125,381+61.3% | $68,486+195.3% |
| Participation rate | 84.2% | 75.1%+9.2pp | 82.4%+1.8pp | 67.9%+16.3pp |
| Annual return | -17.93% | -5.97%-12.0pp | 572.31%-590.2pp | -7.85%-10.1pp |
| Employer contribution / active EE | $2,902 | $3,382-14.2% | $4,815-39.7% | $2,597+11.8% |
| Participant deferral / active EE | $5,380 | $6,111-12.0% | $7,448-27.8% | $4,028+33.6% |
| Admin fee / account holder | $22,766 | $6,277+262.7% | $10,007+127.5% | $5,404+321.3% |