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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 | $113,765 | $93,117+22.2% | $77,096+47.6% | $134,532-15.4% |
| Participation rate | 90.9% | 74.5%+16.4pp | 67.9%+23.0pp | 81.2%+9.7pp |
| Annual return | -20.92% | 62.67%-83.6pp | 42.35%-63.3pp | 418.27%-439.2pp |
| Employer contribution / active EE | $5,248 | $3,420+53.4% | $2,814+86.5% | $4,741+10.7% |
| Participant deferral / active EE | $13,389 | $5,241+155.5% | $4,429+202.3% | $6,401+109.2% |
| Admin fee / account holder | $1,829 | $6,948-73.7% | $5,428-66.3% | $11,429-84.0% |