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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 | $111,975 | $95,979+16.7% | $74,551+50.2% | $135,380-17.3% |
| Participation rate | 93.8% | 75.7%+18.1pp | 69.1%+24.6pp | 82.6%+11.1pp |
| Annual return | -6.25% | 56.97%-63.2pp | 32.53%-38.8pp | 519.81%-526.1pp |
| Employer contribution / active EE | $2,422 | $2,716-10.8% | $1,961+23.5% | $4,779-49.3% |
| Participant deferral / active EE | $6,379 | $3,844+66.0% | $3,108+105.2% | $5,609+13.7% |
| Admin fee / account holder | $1,562 | $6,522-76.0% | $5,059-69.1% | $10,828-85.6% |