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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 | $85,152 | $67,372+26.4% | $60,906+39.8% | $134,532-36.7% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.1%+6.9pp | 81.2%-1.2pp |
| Annual return | -8.95% | 50.05%-59.0pp | 16.94%-25.9pp | 418.27%-427.2pp |
| Employer contribution / active EE | $5,628 | $3,099+81.6% | $2,703+108.2% | $4,741+18.7% |
| Participant deferral / active EE | $0 | $4,532-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $12,969 | $4,588+182.6% | $3,227+301.9% | $11,429+13.5% |