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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 | $141,380 | $93,124+51.8% | $77,100+83.4% | $134,545+5.1% |
| Participation rate | 81.8% | 74.5%+7.3pp | 67.9%+13.9pp | 81.2%+0.6pp |
| Annual return | -11.50% | 62.68%-74.2pp | 42.35%-53.9pp | 418.37%-429.9pp |
| Employer contribution / active EE | $2,309 | $3,421-32.5% | $2,815-18.0% | $4,742-51.3% |
| Participant deferral / active EE | $4,260 | $5,242-18.7% | $4,430-3.8% | $6,401-33.4% |
| Admin fee / account holder | $70,475 | $6,970+911.1% | $5,443+1194.7% | $11,431+516.5% |