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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 | $240,261 | $168,635+42.5% | $147,617+62.8% | $125,389+91.6% |
| Participation rate | 89.5% | 88.8%+0.7pp | 84.6%+4.9pp | 83.2%+6.3pp |
| Annual return | -1.86% | 77.65%-79.5pp | 61.98%-63.8pp | 282.24%-284.1pp |
| Employer contribution / active EE | $9,287 | $6,252+48.5% | $5,564+66.9% | $4,866+90.9% |
| Participant deferral / active EE | $11,934 | $5,507+116.7% | $4,895+143.8% | $5,352+123.0% |
| Admin fee / account holder | $5,130 | $13,580-62.2% | $11,612-55.8% | $9,541-46.2% |