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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 | $227,864 | $100,805+126.0% | $86,698+162.8% | $134,532+69.4% |
| Participation rate | 81.8% | 79.0%+2.9pp | 76.6%+5.2pp | 81.2%+0.6pp |
| Annual return | -13.11% | 29.09%-42.2pp | 35.95%-49.1pp | 418.27%-431.4pp |
| Employer contribution / active EE | $4,714 | $3,490+35.1% | $2,837+66.2% | $4,741-0.6% |
| Participant deferral / active EE | $6,633 | $5,339+24.2% | $4,656+42.5% | $6,401+3.6% |
| Admin fee / account holder | $1,345 | $10,925-87.7% | $7,493-82.0% | $11,429-88.2% |