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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 | $176,087 | $152,591+15.4% | $117,529+49.8% | $134,545+30.9% |
| Participation rate | 87.0% | 77.1%+9.8pp | 70.6%+16.4pp | 81.2%+5.7pp |
| Annual return | -15.20% | 53.04%-68.2pp | 29.77%-45.0pp | 418.37%-433.6pp |
| Employer contribution / active EE | $3,631 | $5,576-34.9% | $4,179-13.1% | $4,742-23.4% |
| Participant deferral / active EE | $9,887 | $4,821+105.1% | $4,072+142.8% | $6,401+54.5% |
| Admin fee / account holder | $18,141 | $7,004+159.0% | $5,645+221.3% | $11,431+58.7% |