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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 | $224,513 | $190,916+17.6% | $160,037+40.3% | $134,545+66.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -15.12% | 552.79%-567.9pp | 408.95%-424.1pp | 418.37%-433.5pp |
| Employer contribution / active EE | $16,198 | $4,996+224.2% | $4,226+283.3% | $4,742+241.6% |
| Participant deferral / active EE | $18,625 | $6,925+169.0% | $6,184+201.2% | $6,401+191.0% |
| Admin fee / account holder | $8,231 | $10,497-21.6% | $8,716-5.6% | $11,431-28.0% |