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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 | $164,880 | $67,352+144.8% | $60,899+170.7% | $134,509+22.6% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.1%+12.6pp | 81.2%+4.5pp |
| Annual return | -10.92% | 49.99%-60.9pp | 16.92%-27.8pp | 418.13%-429.1pp |
| Employer contribution / active EE | $3,009 | $3,098-2.9% | $2,702+11.4% | $4,741-36.5% |
| Participant deferral / active EE | $7,790 | $4,539+71.6% | $3,817+104.1% | $6,400+21.7% |
| Admin fee / account holder | $2,193 | $4,585-52.2% | $3,225-32.0% | $11,427-80.8% |