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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 | $180,817 | $133,998+34.9% | $112,263+61.1% | $134,545+34.4% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -19.82% | 47.17%-67.0pp | 27.49%-47.3pp | 418.37%-438.2pp |
| Employer contribution / active EE | $2,607 | $4,040-35.5% | $3,636-28.3% | $4,742-45.0% |
| Participant deferral / active EE | $11,718 | $5,292+121.4% | $4,729+147.8% | $6,401+83.1% |
| Admin fee / account holder | $3,355 | $7,493-55.2% | $6,410-47.7% | $11,431-70.6% |