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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 | $220,243 | $133,998+64.4% | $112,263+96.2% | $134,545+63.7% |
| Participation rate | 89.5% | 78.6%+10.9pp | 75.1%+14.4pp | 81.2%+8.2pp |
| Annual return | -16.62% | 47.17%-63.8pp | 27.49%-44.1pp | 418.37%-435.0pp |
| Employer contribution / active EE | $3,199 | $4,040-20.8% | $3,636-12.0% | $4,742-32.5% |
| Participant deferral / active EE | $8,332 | $5,292+57.4% | $4,729+76.2% | $6,401+30.2% |
| Admin fee / account holder | $5,888 | $7,493-21.4% | $6,410-8.1% | $11,431-48.5% |