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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 | $210,659 | $93,124+126.2% | $77,100+173.2% | $134,545+56.6% |
| Participation rate | 91.7% | 74.5%+17.2pp | 67.9%+23.7pp | 81.2%+10.4pp |
| Annual return | -19.38% | 62.68%-82.1pp | 42.35%-61.7pp | 418.37%-437.7pp |
| Employer contribution / active EE | $2,993 | $3,421-12.5% | $2,815+6.3% | $4,742-36.9% |
| Participant deferral / active EE | $9,482 | $5,242+80.9% | $4,430+114.1% | $6,401+48.1% |
| Admin fee / account holder | $1,563 | $6,970-77.6% | $5,443-71.3% | $11,431-86.3% |