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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 | $159,140 | $95,979+65.8% | $74,551+113.5% | $135,380+17.6% |
| Participation rate | 80.0% | 75.7%+4.3pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | -6.42% | 56.97%-63.4pp | 32.53%-39.0pp | 519.81%-526.2pp |
| Employer contribution / active EE | $8,502 | $2,716+213.0% | $1,961+333.5% | $4,779+77.9% |
| Participant deferral / active EE | $6,750 | $3,844+75.6% | $3,108+117.2% | $5,609+20.3% |
| Admin fee / account holder | $2,831 | $6,522-56.6% | $5,059-44.0% | $10,828-73.9% |