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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 | $235,416 | $88,596+165.7% | $70,098+235.8% | $134,509+75.0% |
| Participation rate | 80.0% | 74.9%+5.1pp | 70.5%+9.5pp | 81.2%-1.2pp |
| Annual return | -17.29% | 442.67%-460.0pp | 190.76%-208.0pp | 418.13%-435.4pp |
| Employer contribution / active EE | $2,530 | $3,235-21.8% | $2,560-1.2% | $4,741-46.6% |
| Participant deferral / active EE | $5,483 | $4,772+14.9% | $3,849+42.5% | $6,400-14.3% |
| Admin fee / account holder | $4,366 | $10,441-58.2% | $6,266-30.3% | $11,427-61.8% |