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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 | $161,957 | $67,396+140.3% | $60,919+165.9% | $134,545+20.4% |
| Participation rate | 93.8% | 76.2%+17.6pp | 73.1%+20.6pp | 81.2%+12.5pp |
| Annual return | -13.23% | 50.12%-63.4pp | 16.96%-30.2pp | 418.37%-431.6pp |
| Employer contribution / active EE | $11,573 | $3,101+273.2% | $2,704+328.0% | $4,742+144.1% |
| Participant deferral / active EE | $14,216 | $4,534+213.5% | $3,814+272.7% | $6,401+122.1% |
| Admin fee / account holder | $15,435 | $4,590+236.3% | $3,228+378.2% | $11,431+35.0% |