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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 | $109,410 | $133,981-18.3% | $112,249-2.5% | $134,532-18.7% |
| Participation rate | 91.7% | 78.6%+13.1pp | 75.1%+16.6pp | 81.2%+10.4pp |
| Annual return | -14.32% | 47.16%-61.5pp | 27.48%-41.8pp | 418.27%-432.6pp |
| Employer contribution / active EE | $3,500 | $4,040-13.4% | $3,636-3.7% | $4,741-26.2% |
| Participant deferral / active EE | $6,327 | $5,292+19.6% | $4,729+33.8% | $6,401-1.2% |
| Admin fee / account holder | $17,564 | $7,492+134.4% | $6,412+173.9% | $11,429+53.7% |