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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 | $221,991 | $129,960+70.8% | $104,299+112.8% | $134,545+65.0% |
| Participation rate | 91.7% | 79.5%+12.1pp | 73.3%+18.4pp | 81.2%+10.4pp |
| Annual return | -18.02% | 42.06%-60.1pp | 24.62%-42.6pp | 418.37%-436.4pp |
| Employer contribution / active EE | $3,639 | $4,186-13.1% | $3,373+7.9% | $4,742-23.2% |
| Participant deferral / active EE | $9,044 | $5,589+61.8% | $4,626+95.5% | $6,401+41.3% |
| Admin fee / account holder | $1,390 | $9,324-85.1% | $7,339-81.1% | $11,431-87.8% |