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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 | $186,315 | $135,645+37.4% | $110,243+69.0% | $135,380+37.6% |
| Participation rate | 93.8% | 83.5%+10.3pp | 79.8%+13.9pp | 82.6%+11.1pp |
| Annual return | -3.56% | 513.24%-516.8pp | 314.76%-318.3pp | 519.81%-523.4pp |
| Employer contribution / active EE | $4,298 | $4,907-12.4% | $3,827+12.3% | $4,779-10.1% |
| Participant deferral / active EE | $7,350 | $5,507+33.5% | $4,672+57.3% | $5,609+31.0% |
| Admin fee / account holder | $1,700 | $11,458-85.2% | $8,548-80.1% | $10,828-84.3% |