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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 | $197,666 | $135,645+45.7% | $110,243+79.3% | $135,379+46.0% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.8%+10.2pp | 82.6%+7.4pp |
| Annual return | -5.98% | 513.24%-519.2pp | 314.76%-320.7pp | 519.79%-525.8pp |
| Employer contribution / active EE | $12,930 | $4,907+163.5% | $3,827+237.9% | $4,779+170.6% |
| Participant deferral / active EE | $3,814 | $5,507-30.8% | $4,672-18.4% | $5,609-32.0% |
| Admin fee / account holder | $5,604 | $11,458-51.1% | $8,548-34.4% | $10,828-48.2% |