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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 | $155,919 | $100,811+54.7% | $86,698+79.8% | $134,545+15.9% |
| Participation rate | 94.1% | 79.0%+15.2pp | 76.6%+17.5pp | 81.2%+12.9pp |
| Annual return | -14.59% | 29.11%-43.7pp | 35.96%-50.6pp | 418.37%-433.0pp |
| Employer contribution / active EE | $1,586 | $3,490-54.5% | $2,837-44.1% | $4,742-66.5% |
| Participant deferral / active EE | $8,247 | $5,339+54.5% | $4,656+77.1% | $6,401+28.8% |
| Admin fee / account holder | $16,785 | $10,926+53.6% | $7,492+124.0% | $11,431+46.8% |