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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 | $228,308 | $100,805+126.5% | $86,698+163.3% | $134,532+69.7% |
| Participation rate | 88.2% | 79.0%+9.3pp | 76.6%+11.6pp | 81.2%+7.0pp |
| Annual return | -20.24% | 29.09%-49.3pp | 35.95%-56.2pp | 418.27%-438.5pp |
| Employer contribution / active EE | $2,164 | $3,490-38.0% | $2,837-23.7% | $4,741-54.4% |
| Participant deferral / active EE | $6,829 | $5,339+27.9% | $4,656+46.7% | $6,401+6.7% |
| Admin fee / account holder | $3,097 | $10,925-71.7% | $7,493-58.7% | $11,429-72.9% |