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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 | $134,469 | $82,678+62.6% | $125,391+7.2% | $68,490+96.3% |
| Participation rate | 76.5% | 75.1%+1.4pp | 82.4%-5.9pp | 67.9%+8.6pp |
| Annual return | -15.72% | -5.97%-9.8pp | 572.41%-588.1pp | -7.85%-7.9pp |
| Employer contribution / active EE | $2,363 | $3,382-30.1% | $4,816-50.9% | $2,597-9.0% |
| Participant deferral / active EE | $6,940 | $6,111+13.6% | $7,448-6.8% | $4,028+72.3% |
| Admin fee / account holder | $11,639 | $6,277+85.4% | $10,009+16.3% | $5,403+115.4% |