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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 | $136,665 | $69,012+98.0% | $160,009-14.6% | $68,486+99.6% |
| Participation rate | 75.7% | 65.4%+10.3pp | 78.0%-2.3pp | 67.9%+7.8pp |
| Annual return | -15.98% | -9.65%-6.3pp | 408.85%-424.8pp | -7.85%-8.1pp |
| Employer contribution / active EE | $4,934 | $2,212+123.0% | $4,225+16.8% | $2,597+90.0% |
| Participant deferral / active EE | $9,401 | $4,212+123.2% | $6,183+52.0% | $4,028+133.4% |
| Admin fee / account holder | $37,700 | $4,798+685.7% | $8,715+332.6% | $5,404+597.7% |