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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 | $196,869 | $133,998+46.9% | $112,263+75.4% | $134,545+46.3% |
| Participation rate | 89.5% | 78.6%+10.9pp | 75.1%+14.4pp | 81.2%+8.2pp |
| Annual return | -10.50% | 47.17%-57.7pp | 27.49%-38.0pp | 418.37%-428.9pp |
| Employer contribution / active EE | $6,225 | $4,040+54.1% | $3,636+71.2% | $4,742+31.3% |
| Participant deferral / active EE | $13,875 | $5,292+162.2% | $4,729+193.4% | $6,401+116.7% |
| Admin fee / account holder | $4,832 | $7,493-35.5% | $6,410-24.6% | $11,431-57.7% |