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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 | $246,941 | $93,124+165.2% | $77,100+220.3% | $134,545+83.5% |
| Participation rate | 84.2% | 74.5%+9.7pp | 67.9%+16.3pp | 81.2%+3.0pp |
| Annual return | -19.81% | 62.68%-82.5pp | 42.35%-62.2pp | 418.37%-438.2pp |
| Employer contribution / active EE | $2,274 | $3,421-33.5% | $2,815-19.2% | $4,742-52.0% |
| Participant deferral / active EE | $9,458 | $5,242+80.4% | $4,430+113.5% | $6,401+47.7% |
| Admin fee / account holder | $8,983 | $6,970+28.9% | $5,443+65.0% | $11,431-21.4% |