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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 | $246,419 | $100,805+144.5% | $86,698+184.2% | $134,532+83.2% |
| Participation rate | 87.5% | 79.0%+8.5pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -11.31% | 29.09%-40.4pp | 35.95%-47.3pp | 418.27%-429.6pp |
| Employer contribution / active EE | $13,144 | $3,490+276.6% | $2,837+363.3% | $4,741+177.2% |
| Participant deferral / active EE | $6,750 | $5,339+26.4% | $4,656+45.0% | $6,401+5.5% |
| Admin fee / account holder | $2,564 | $10,925-76.5% | $7,493-65.8% | $11,429-77.6% |