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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 | $106,557+68.9% | $91,227+97.3% | $134,545+33.7% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -18.05% | 160.81%-178.9pp | 114.14%-132.2pp | 418.37%-436.4pp |
| Employer contribution / active EE | $1,663 | $3,332-50.1% | $2,851-41.7% | $4,742-64.9% |
| Participant deferral / active EE | $3,420 | $4,719-27.5% | $4,234-19.2% | $6,401-46.6% |
| Admin fee / account holder | $22,817 | $6,235+265.9% | $5,423+320.8% | $11,431+99.6% |