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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 | $123,418 | $82,678+49.3% | $125,391-1.6% | $68,490+80.2% |
| Participation rate | 81.4% | 75.1%+6.3pp | 82.4%-1.0pp | 67.9%+13.5pp |
| Annual return | -18.14% | -5.97%-12.2pp | 572.41%-590.5pp | -7.85%-10.3pp |
| Employer contribution / active EE | $2,823 | $3,382-16.5% | $4,816-41.4% | $2,597+8.7% |
| Participant deferral / active EE | $4,613 | $6,111-24.5% | $7,448-38.1% | $4,028+14.5% |
| Admin fee / account holder | $28,973 | $6,277+361.5% | $10,009+189.5% | $5,403+436.2% |