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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 | $245,188 | $138,076+77.6% | $123,553+98.4% | $135,380+81.1% |
| Participation rate | 95.2% | 84.7%+10.5pp | 82.3%+12.9pp | 82.6%+12.6pp |
| Annual return | -9.20% | 153.70%-162.9pp | 119.21%-128.4pp | 519.81%-529.0pp |
| Employer contribution / active EE | $3,273 | $5,152-36.5% | $4,628-29.3% | $4,779-31.5% |
| Participant deferral / active EE | $8,668 | $6,800+27.5% | $6,426+34.9% | $5,609+54.5% |
| Admin fee / account holder | $43,124 | $10,917+295.0% | $9,284+364.5% | $10,828+298.3% |