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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 | $174,429 | $134,001+30.2% | $112,258+55.4% | $134,509+29.7% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -14.35% | 47.15%-61.5pp | 27.47%-41.8pp | 418.13%-432.5pp |
| Employer contribution / active EE | $9,215 | $4,039+128.1% | $3,636+153.5% | $4,741+94.4% |
| Participant deferral / active EE | $4,786 | $5,291-9.6% | $4,728+1.2% | $6,400-25.2% |
| Admin fee / account holder | $1,645 | $7,491-78.0% | $6,411-74.3% | $11,427-85.6% |