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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 | $194,755 | $147,727+31.8% | $115,756+68.2% | $134,509+44.8% |
| Participation rate | 89.5% | 80.4%+9.0pp | 77.1%+12.4pp | 81.2%+8.2pp |
| Annual return | -16.49% | 73.96%-90.5pp | 143.14%-159.6pp | 418.13%-434.6pp |
| Employer contribution / active EE | $2,550 | $4,713-45.9% | $3,793-32.8% | $4,741-46.2% |
| Participant deferral / active EE | $11,263 | $7,563+48.9% | $6,254+80.1% | $6,400+76.0% |
| Admin fee / account holder | $38,772 | $14,571+166.1% | $8,124+377.2% | $11,427+239.3% |