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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 | $194,684 | $100,811+93.1% | $86,698+124.6% | $134,545+44.7% |
| Participation rate | 81.8% | 79.0%+2.9pp | 76.6%+5.2pp | 81.2%+0.6pp |
| Annual return | -16.73% | 29.11%-45.8pp | 35.96%-52.7pp | 418.37%-435.1pp |
| Employer contribution / active EE | $3,567 | $3,490+2.2% | $2,837+25.7% | $4,742-24.8% |
| Participant deferral / active EE | $6,984 | $5,339+30.8% | $4,656+50.0% | $6,401+9.1% |
| Admin fee / account holder | $22,044 | $10,926+101.8% | $7,492+194.2% | $11,431+92.9% |