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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 | $157,003 | $100,792+55.8% | $86,691+81.1% | $134,509+16.7% |
| Participation rate | 92.3% | 78.9%+13.4pp | 76.6%+15.7pp | 81.2%+11.1pp |
| Annual return | -19.35% | 29.08%-48.4pp | 35.94%-55.3pp | 418.13%-437.5pp |
| Employer contribution / active EE | $3,308 | $3,491-5.2% | $2,837+16.6% | $4,741-30.2% |
| Participant deferral / active EE | $5,211 | $5,339-2.4% | $4,656+11.9% | $6,400-18.6% |
| Admin fee / account holder | $50,826 | $10,924+365.3% | $7,492+578.4% | $11,427+344.8% |