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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 | $210,117 | $133,998+56.8% | $112,263+87.2% | $134,545+56.2% |
| Participation rate | 95.2% | 78.6%+16.7pp | 75.1%+20.2pp | 81.2%+14.0pp |
| Annual return | -17.59% | 47.17%-64.8pp | 27.49%-45.1pp | 418.37%-436.0pp |
| Employer contribution / active EE | $7,015 | $4,040+73.6% | $3,636+92.9% | $4,742+47.9% |
| Participant deferral / active EE | $14,847 | $5,292+180.5% | $4,729+213.9% | $6,401+131.9% |
| Admin fee / account holder | $4,926 | $7,493-34.3% | $6,410-23.2% | $11,431-56.9% |