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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 | $193,935 | $100,792+92.4% | $86,691+123.7% | $134,509+44.2% |
| Participation rate | 82.4% | 78.9%+3.4pp | 76.6%+5.8pp | 81.2%+1.1pp |
| Annual return | -13.39% | 29.08%-42.5pp | 35.94%-49.3pp | 418.13%-431.5pp |
| Employer contribution / active EE | $3,369 | $3,491-3.5% | $2,837+18.8% | $4,741-28.9% |
| Participant deferral / active EE | $7,809 | $5,339+46.3% | $4,656+67.7% | $6,400+22.0% |
| Admin fee / account holder | $528 | $10,924-95.2% | $7,492-93.0% | $11,427-95.4% |