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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 | $246,713 | $88,585+178.5% | $69,884+253.0% | $134,532+83.4% |
| Participation rate | 93.8% | 74.9%+18.8pp | 70.5%+23.3pp | 81.2%+12.5pp |
| Annual return | -16.98% | 442.80%-459.8pp | 190.81%-207.8pp | 418.27%-435.2pp |
| Employer contribution / active EE | $1,805 | $3,235-44.2% | $2,560-29.5% | $4,741-61.9% |
| Participant deferral / active EE | $7,972 | $4,770+67.1% | $3,848+107.2% | $6,401+24.5% |
| Admin fee / account holder | $4,213 | $10,441-59.6% | $6,266-32.8% | $11,429-63.1% |