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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 | $185,857 | $91,525+103.1% | $130,026+42.9% | $75,181+147.2% |
| Participation rate | 70.8% | 71.4%-0.7pp | 78.5%-7.7pp | 67.2%+3.6pp |
| Annual return | 14.09% | -631.40%+645.5pp | -137.26%+151.4pp | 160.69%-146.6pp |
| Employer contribution / active EE | $2,298 | $2,844-19.2% | $4,321-46.8% | $2,671-13.9% |
| Participant deferral / active EE | $4,836 | $4,342+11.4% | $5,821-16.9% | $4,126+17.2% |
| Admin fee / account holder | $4,107 | $6,778-39.4% | $10,608-61.3% | $5,650-27.3% |