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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 | $167,783 | $95,975+74.8% | $74,549+125.1% | $135,379+23.9% |
| Participation rate | 80.0% | 75.7%+4.3pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | -6.94% | 56.96%-63.9pp | 32.53%-39.5pp | 519.79%-526.7pp |
| Employer contribution / active EE | $2,248 | $2,716-17.2% | $1,961+14.6% | $4,779-53.0% |
| Participant deferral / active EE | $8,806 | $3,844+129.1% | $3,108+183.3% | $5,609+57.0% |
| Admin fee / account holder | $359 | $6,522-94.5% | $5,059-92.9% | $10,828-96.7% |