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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 | $219,659 | $129,959+69.0% | $104,301+110.6% | $134,532+63.3% |
| Participation rate | 85.7% | 79.5%+6.2pp | 73.3%+12.4pp | 81.2%+4.5pp |
| Annual return | -19.02% | 42.04%-61.1pp | 24.61%-43.6pp | 418.27%-437.3pp |
| Employer contribution / active EE | $1,692 | $4,185-59.6% | $3,373-49.8% | $4,741-64.3% |
| Participant deferral / active EE | $8,028 | $5,589+43.6% | $4,626+73.6% | $6,401+25.4% |
| Admin fee / account holder | $2,842 | $9,325-69.5% | $7,340-61.3% | $11,429-75.1% |