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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 | $125,310 | $95,975+30.6% | $74,552+68.1% | $135,382-7.4% |
| Participation rate | 90.9% | 75.7%+15.3pp | 69.1%+21.8pp | 82.6%+8.3pp |
| Annual return | -6.36% | 56.96%-63.3pp | 32.53%-38.9pp | 519.77%-526.1pp |
| Employer contribution / active EE | $2,683 | $2,716-1.2% | $1,961+36.8% | $4,779-43.9% |
| Participant deferral / active EE | $4,874 | $3,844+26.8% | $3,108+56.8% | $5,609-13.1% |
| Admin fee / account holder | $15,638 | $6,522+139.8% | $5,060+209.1% | $10,829+44.4% |