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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 | $101,419 | $133,998-24.3% | $112,263-9.7% | $134,545-24.6% |
| Participation rate | 95.2% | 78.6%+16.7pp | 75.1%+20.2pp | 81.2%+14.0pp |
| Annual return | -14.65% | 47.17%-61.8pp | 27.49%-42.1pp | 418.37%-433.0pp |
| Employer contribution / active EE | $3,492 | $4,040-13.6% | $3,636-4.0% | $4,742-26.4% |
| Participant deferral / active EE | $3,363 | $5,292-36.5% | $4,729-28.9% | $6,401-47.5% |
| Admin fee / account holder | $45,356 | $7,493+505.3% | $6,410+607.5% | $11,431+296.8% |