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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 | $228,045 | $82,674+175.8% | $125,381+81.9% | $68,486+233.0% |
| Participation rate | 83.7% | 75.1%+8.7pp | 82.4%+1.3pp | 67.9%+15.8pp |
| Annual return | -16.07% | -5.97%-10.1pp | 572.31%-588.4pp | -7.85%-8.2pp |
| Employer contribution / active EE | $2,642 | $3,382-21.9% | $4,815-45.1% | $2,597+1.8% |
| Participant deferral / active EE | $7,100 | $6,111+16.2% | $7,448-4.7% | $4,028+76.3% |
| Admin fee / account holder | $1,867 | $6,277-70.3% | $10,007-81.3% | $5,404-65.5% |