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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 | $196,489 | $168,635+16.5% | $147,617+33.1% | $125,389+56.7% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | -1.72% | 77.65%-79.4pp | 61.98%-63.7pp | 282.24%-284.0pp |
| Employer contribution / active EE | $2,894 | $6,252-53.7% | $5,564-48.0% | $4,866-40.5% |
| Participant deferral / active EE | $9,647 | $5,507+75.2% | $4,895+97.1% | $5,352+80.3% |
| Admin fee / account holder | $51,176 | $13,580+276.8% | $11,612+340.7% | $9,541+436.4% |