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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 | $208,866 | $106,557+96.0% | $91,227+129.0% | $134,545+55.2% |
| Participation rate | 90.9% | 76.8%+14.1pp | 73.2%+17.7pp | 81.2%+9.7pp |
| Annual return | -12.51% | 160.81%-173.3pp | 114.14%-126.7pp | 418.37%-430.9pp |
| Employer contribution / active EE | $6,784 | $3,332+103.6% | $2,851+137.9% | $4,742+43.1% |
| Participant deferral / active EE | $5,509 | $4,719+16.7% | $4,234+30.1% | $6,401-13.9% |
| Admin fee / account holder | $7,187 | $6,235+15.3% | $5,423+32.5% | $11,431-37.1% |