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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 | $120,177 | $67,396+78.3% | $60,919+97.3% | $134,545-10.7% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.1%+17.8pp | 81.2%+9.7pp |
| Annual return | -16.16% | 50.12%-66.3pp | 16.96%-33.1pp | 418.37%-434.5pp |
| Employer contribution / active EE | $5,452 | $3,101+75.8% | $2,704+101.7% | $4,742+15.0% |
| Participant deferral / active EE | $5,915 | $4,534+30.4% | $3,814+55.1% | $6,401-7.6% |
| Admin fee / account holder | $2,876 | $4,590-37.4% | $3,228-10.9% | $11,431-74.8% |