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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 | $132,865 | $67,372+97.2% | $60,906+118.1% | $134,532-1.2% |
| Participation rate | 83.3% | 76.2%+7.2pp | 73.1%+10.2pp | 81.2%+2.1pp |
| Annual return | -6.95% | 50.05%-57.0pp | 16.94%-23.9pp | 418.27%-425.2pp |
| Employer contribution / active EE | $12,370 | $3,099+299.1% | $2,703+357.6% | $4,741+160.9% |
| Participant deferral / active EE | $0 | $4,532-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,457 | $4,588-24.7% | $3,227+7.1% | $11,429-69.8% |