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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 | $190,442 | $67,396+182.6% | $60,919+212.6% | $134,545+41.5% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.1%+10.2pp | 81.2%+2.1pp |
| Annual return | -13.48% | 50.12%-63.6pp | 16.96%-30.4pp | 418.37%-431.8pp |
| Employer contribution / active EE | $3,481 | $3,101+12.3% | $2,704+28.7% | $4,742-26.6% |
| Participant deferral / active EE | $6,540 | $4,534+44.2% | $3,814+71.4% | $6,401+2.2% |
| Admin fee / account holder | $12,173 | $4,590+165.2% | $3,228+277.1% | $11,431+6.5% |