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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 | $227,903 | $67,396+238.2% | $60,919+274.1% | $134,545+69.4% |
| Participation rate | 88.2% | 76.2%+12.0pp | 73.1%+15.1pp | 81.2%+7.0pp |
| Annual return | -10.82% | 50.12%-60.9pp | 16.96%-27.8pp | 418.37%-429.2pp |
| Employer contribution / active EE | $10,401 | $3,101+235.4% | $2,704+284.7% | $4,742+119.4% |
| Participant deferral / active EE | $4,972 | $4,534+9.7% | $3,814+30.4% | $6,401-22.3% |
| Admin fee / account holder | $4,350 | $4,590-5.2% | $3,228+34.8% | $11,431-61.9% |