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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 | $136,543 | $133,981+1.9% | $112,249+21.6% | $134,532+1.5% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -19.09% | 47.16%-66.3pp | 27.48%-46.6pp | 418.27%-437.4pp |
| Employer contribution / active EE | $23,428 | $4,040+479.9% | $3,636+544.3% | $4,741+394.1% |
| Participant deferral / active EE | $5,628 | $5,292+6.3% | $4,729+19.0% | $6,401-12.1% |
| Admin fee / account holder | $1,268 | $7,492-83.1% | $6,412-80.2% | $11,429-88.9% |