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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 | $168,263 | $67,396+149.7% | $60,919+176.2% | $134,545+25.1% |
| Participation rate | 86.4% | 76.2%+10.2pp | 73.1%+13.3pp | 81.2%+5.1pp |
| Annual return | -7.20% | 50.12%-57.3pp | 16.96%-24.2pp | 418.37%-425.6pp |
| Employer contribution / active EE | $3,253 | $3,101+4.9% | $2,704+20.3% | $4,742-31.4% |
| Participant deferral / active EE | $7,778 | $4,534+71.5% | $3,814+103.9% | $6,401+21.5% |
| Admin fee / account holder | $2,053 | $4,590-55.3% | $3,228-36.4% | $11,431-82.0% |