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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 | $179,953 | $106,548+68.9% | $91,219+97.3% | $134,493+33.8% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -18.05% | 160.69%-178.7pp | 114.06%-132.1pp | 418.01%-436.1pp |
| Employer contribution / active EE | $1,663 | $3,331-50.1% | $2,851-41.7% | $4,740-64.9% |
| Participant deferral / active EE | $3,420 | $4,719-27.5% | $4,234-19.2% | $6,400-46.6% |
| Admin fee / account holder | $22,817 | $6,233+266.1% | $5,421+320.9% | $11,425+99.7% |