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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 | $238,417 | $133,998+77.9% | $112,263+112.4% | $134,545+77.2% |
| Participation rate | 94.1% | 78.6%+15.6pp | 75.1%+19.1pp | 81.2%+12.9pp |
| Annual return | -11.15% | 47.17%-58.3pp | 27.49%-38.6pp | 418.37%-429.5pp |
| Employer contribution / active EE | $2,682 | $4,040-33.6% | $3,636-26.2% | $4,742-43.4% |
| Participant deferral / active EE | $9,723 | $5,292+83.7% | $4,729+105.6% | $6,401+51.9% |
| Admin fee / account holder | $20,728 | $7,493+176.6% | $6,410+223.3% | $11,431+81.3% |