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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 | $204,516 | $152,597+34.0% | $117,533+74.0% | $134,532+52.0% |
| Participation rate | 77.8% | 77.1%+0.7pp | 70.6%+7.2pp | 81.2%-3.5pp |
| Annual return | -18.04% | 53.04%-71.1pp | 29.77%-47.8pp | 418.27%-436.3pp |
| Employer contribution / active EE | $2,945 | $5,576-47.2% | $4,179-29.5% | $4,741-37.9% |
| Participant deferral / active EE | $8,877 | $4,821+84.1% | $4,072+118.0% | $6,401+38.7% |
| Admin fee / account holder | $2,422 | $7,007-65.4% | $5,647-57.1% | $11,429-78.8% |