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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 | $242,405 | $100,805+140.5% | $86,698+179.6% | $134,532+80.2% |
| Participation rate | 85.7% | 79.0%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -17.12% | 29.09%-46.2pp | 35.95%-53.1pp | 418.27%-435.4pp |
| Employer contribution / active EE | $2,588 | $3,490-25.8% | $2,837-8.8% | $4,741-45.4% |
| Participant deferral / active EE | $9,733 | $5,339+82.3% | $4,656+109.0% | $6,401+52.1% |
| Admin fee / account holder | $5,425 | $10,925-50.3% | $7,493-27.6% | $11,429-52.5% |