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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 | $225,845 | $82,674+173.2% | $125,363+80.2% | $68,495+229.7% |
| Participation rate | 76.5% | 75.0%+1.4pp | 82.4%-5.9pp | 67.9%+8.6pp |
| Annual return | -13.65% | -5.97%-7.7pp | 572.15%-585.8pp | -7.84%-5.8pp |
| Employer contribution / active EE | $2,235 | $3,382-33.9% | $4,815-53.6% | $2,596-13.9% |
| Participant deferral / active EE | $6,822 | $6,111+11.6% | $7,447-8.4% | $4,028+69.4% |
| Admin fee / account holder | $22,868 | $6,276+264.3% | $10,005+128.6% | $5,403+323.2% |