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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 | $129,959 | $93,117+39.6% | $77,096+68.6% | $134,532-3.4% |
| Participation rate | 85.7% | 74.5%+11.2pp | 67.9%+17.8pp | 81.2%+4.5pp |
| Annual return | -5.46% | 62.67%-68.1pp | 42.35%-47.8pp | 418.27%-423.7pp |
| Employer contribution / active EE | $1,363 | $3,420-60.2% | $2,814-51.6% | $4,741-71.3% |
| Participant deferral / active EE | $3,868 | $5,241-26.2% | $4,429-12.7% | $6,401-39.6% |
| Admin fee / account holder | $71,566 | $6,948+930.1% | $5,428+1218.3% | $11,429+526.2% |