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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 | $241,930 | $95,979+152.1% | $74,551+224.5% | $135,380+78.7% |
| Participation rate | 90.9% | 75.7%+15.3pp | 69.1%+21.8pp | 82.6%+8.3pp |
| Annual return | -5.07% | 56.97%-62.0pp | 32.53%-37.6pp | 519.81%-524.9pp |
| Employer contribution / active EE | $2,174 | $2,716-20.0% | $1,961+10.9% | $4,779-54.5% |
| Participant deferral / active EE | $7,359 | $3,844+91.5% | $3,108+136.8% | $5,609+31.2% |
| Admin fee / account holder | $3,114 | $6,522-52.3% | $5,059-38.4% | $10,828-71.2% |