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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 | $212,311 | $133,981+58.5% | $112,249+89.1% | $134,532+57.8% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -17.68% | 47.16%-64.8pp | 27.48%-45.2pp | 418.27%-435.9pp |
| Employer contribution / active EE | $1,418 | $4,040-64.9% | $3,636-61.0% | $4,741-70.1% |
| Participant deferral / active EE | $19,767 | $5,292+273.5% | $4,729+318.0% | $6,401+208.8% |
| Admin fee / account holder | $26,640 | $7,492+255.6% | $6,412+315.4% | $11,429+133.1% |