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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 | $183,891 | $105,866+73.7% | $90,766+102.6% | $134,545+36.7% |
| Participation rate | 82.4% | 78.3%+4.1pp | 75.7%+6.7pp | 81.2%+1.1pp |
| Annual return | -13.42% | -10.99%-2.4pp | -12.16%-1.3pp | 418.37%-431.8pp |
| Employer contribution / active EE | $6,285 | $3,464+81.4% | $2,922+115.1% | $4,742+32.5% |
| Participant deferral / active EE | $9,100 | $5,217+74.4% | $4,565+99.3% | $6,401+42.2% |
| Admin fee / account holder | $117,450 | $13,938+742.7% | $8,446+1290.6% | $11,431+927.5% |