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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 | $159,122 | $82,674+92.5% | $125,363+26.9% | $68,495+132.3% |
| Participation rate | 79.5% | 75.0%+4.5pp | 82.4%-2.8pp | 67.9%+11.7pp |
| Annual return | -16.20% | -5.97%-10.2pp | 572.15%-588.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $5,850 | $3,382+73.0% | $4,815+21.5% | $2,596+125.3% |
| Participant deferral / active EE | $11,934 | $6,111+95.3% | $7,447+60.3% | $4,028+196.3% |
| Admin fee / account holder | $2,128 | $6,276-66.1% | $10,005-78.7% | $5,403-60.6% |