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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 | $242,272 | $190,916+26.9% | $160,037+51.4% | $134,545+80.1% |
| Participation rate | 88.2% | 82.0%+6.3pp | 78.0%+10.2pp | 81.2%+7.0pp |
| Annual return | -17.31% | 552.79%-570.1pp | 408.95%-426.3pp | 418.37%-435.7pp |
| Employer contribution / active EE | $3,748 | $4,996-25.0% | $4,226-11.3% | $4,742-20.9% |
| Participant deferral / active EE | $8,274 | $6,925+19.5% | $6,184+33.8% | $6,401+29.3% |
| Admin fee / account holder | $11,252 | $10,497+7.2% | $8,716+29.1% | $11,431-1.6% |