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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 | $147,426 | $133,981+10.0% | $112,249+31.3% | $134,532+9.6% |
| Participation rate | 94.4% | 78.6%+15.9pp | 75.1%+19.4pp | 81.2%+13.2pp |
| Annual return | -17.02% | 47.16%-64.2pp | 27.48%-44.5pp | 418.27%-435.3pp |
| Employer contribution / active EE | $2,901 | $4,040-28.2% | $3,636-20.2% | $4,741-38.8% |
| Participant deferral / active EE | $8,409 | $5,292+58.9% | $4,729+77.8% | $6,401+31.4% |
| Admin fee / account holder | $1,910 | $7,492-74.5% | $6,412-70.2% | $11,429-83.3% |