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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 | $141,466 | $95,979+47.4% | $74,551+89.8% | $135,380+4.5% |
| Participation rate | 90.5% | 75.7%+14.8pp | 69.1%+21.3pp | 82.6%+7.8pp |
| Annual return | -4.58% | 56.97%-61.5pp | 32.53%-37.1pp | 519.81%-524.4pp |
| Employer contribution / active EE | $6,943 | $2,716+155.6% | $1,961+254.1% | $4,779+45.3% |
| Participant deferral / active EE | $7,996 | $3,844+108.0% | $3,108+157.3% | $5,609+42.6% |
| Admin fee / account holder | $11,809 | $6,522+81.1% | $5,059+133.4% | $10,828+9.1% |