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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 | $194,479 | $82,678+135.2% | $125,391+55.1% | $68,490+184.0% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -18.23% | -5.97%-12.3pp | 572.41%-590.6pp | -7.85%-10.4pp |
| Employer contribution / active EE | $2,051 | $3,382-39.4% | $4,816-57.4% | $2,597-21.0% |
| Participant deferral / active EE | $9,115 | $6,111+49.2% | $7,448+22.4% | $4,028+126.3% |
| Admin fee / account holder | $8,768 | $6,277+39.7% | $10,009-12.4% | $5,403+62.3% |