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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 | $209,604 | $133,998+56.4% | $112,263+86.7% | $134,545+55.8% |
| Participation rate | 86.7% | 78.6%+8.1pp | 75.1%+11.6pp | 81.2%+5.4pp |
| Annual return | -15.49% | 47.17%-62.7pp | 27.49%-43.0pp | 418.37%-433.9pp |
| Employer contribution / active EE | $2,725 | $4,040-32.6% | $3,636-25.1% | $4,742-42.5% |
| Participant deferral / active EE | $8,567 | $5,292+61.9% | $4,729+81.1% | $6,401+33.8% |
| Admin fee / account holder | $3,208 | $7,493-57.2% | $6,410-50.0% | $11,431-71.9% |