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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 | $246,125 | $190,879+28.9% | $160,009+53.8% | $134,532+82.9% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.0%-0.2pp | 81.2%-3.5pp |
| Annual return | -15.44% | 552.63%-568.1pp | 408.85%-424.3pp | 418.27%-433.7pp |
| Employer contribution / active EE | $2,528 | $4,995-49.4% | $4,225-40.2% | $4,741-46.7% |
| Participant deferral / active EE | $10,577 | $6,924+52.8% | $6,183+71.1% | $6,401+65.2% |
| Admin fee / account holder | $49,713 | $10,495+373.7% | $8,715+470.4% | $11,429+335.0% |