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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 | $156,422 | $152,591+2.5% | $117,529+33.1% | $134,545+16.3% |
| Participation rate | 88.9% | 77.1%+11.8pp | 70.6%+18.3pp | 81.2%+7.7pp |
| Annual return | -19.15% | 53.04%-72.2pp | 29.77%-48.9pp | 418.37%-437.5pp |
| Employer contribution / active EE | $3,427 | $5,576-38.5% | $4,179-18.0% | $4,742-27.7% |
| Participant deferral / active EE | $6,581 | $4,821+36.5% | $4,072+61.6% | $6,401+2.8% |
| Admin fee / account holder | $16,969 | $7,004+142.3% | $5,645+200.6% | $11,431+48.4% |