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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 | $223,631 | $129,959+72.1% | $104,301+114.4% | $134,509+66.3% |
| Participation rate | 87.5% | 79.5%+8.0pp | 73.3%+14.2pp | 81.2%+6.3pp |
| Annual return | -16.48% | 42.04%-58.5pp | 24.61%-41.1pp | 418.13%-434.6pp |
| Employer contribution / active EE | $10,232 | $4,185+144.5% | $3,373+203.4% | $4,741+115.8% |
| Participant deferral / active EE | $4,350 | $5,589-22.2% | $4,626-6.0% | $6,400-32.0% |
| Admin fee / account holder | $3,315 | $9,325-64.5% | $7,340-54.8% | $11,427-71.0% |