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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 | $190,415 | $133,981+42.1% | $112,249+69.6% | $134,532+41.5% |
| Participation rate | 84.6% | 78.6%+6.1pp | 75.1%+9.6pp | 81.2%+3.4pp |
| Annual return | -12.44% | 47.16%-59.6pp | 27.48%-39.9pp | 418.27%-430.7pp |
| Employer contribution / active EE | $3,476 | $4,040-14.0% | $3,636-4.4% | $4,741-26.7% |
| Participant deferral / active EE | $4,323 | $5,292-18.3% | $4,729-8.6% | $6,401-32.5% |
| Admin fee / account holder | $38,165 | $7,492+409.4% | $6,412+495.2% | $11,429+233.9% |