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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 | $208,761 | $82,674+152.5% | $125,381+66.5% | $68,486+204.8% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.4%-2.4pp | 67.9%+12.1pp |
| Annual return | -16.46% | -5.97%-10.5pp | 572.31%-588.8pp | -7.85%-8.6pp |
| Employer contribution / active EE | $3,333 | $3,382-1.4% | $4,815-30.8% | $2,597+28.4% |
| Participant deferral / active EE | $10,845 | $6,111+77.5% | $7,448+45.6% | $4,028+169.3% |
| Admin fee / account holder | $6,918 | $6,277+10.2% | $10,007-30.9% | $5,404+28.0% |