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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 | $194,156 | $190,916+1.7% | $160,037+21.3% | $134,545+44.3% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.0%+5.3pp | 81.2%+2.1pp |
| Annual return | -18.72% | 552.79%-571.5pp | 408.95%-427.7pp | 418.37%-437.1pp |
| Employer contribution / active EE | $2,688 | $4,996-46.2% | $4,226-36.4% | $4,742-43.3% |
| Participant deferral / active EE | $9,158 | $6,925+32.2% | $6,184+48.1% | $6,401+43.1% |
| Admin fee / account holder | $4,820 | $10,497-54.1% | $8,716-44.7% | $11,431-57.8% |