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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 | $191,659 | $104,106+84.1% | $71,086+169.6% | $135,379+41.6% |
| Participation rate | 88.9% | 65.7%+23.2pp | 54.7%+34.2pp | 82.6%+6.2pp |
| Annual return | -7.35% | 1256.30%-1263.6pp | 650.59%-657.9pp | 519.79%-527.1pp |
| Employer contribution / active EE | $723 | $1,485-51.3% | $1,088-33.5% | $4,779-84.9% |
| Participant deferral / active EE | $6,068 | $2,527+140.1% | $1,874+223.8% | $5,609+8.2% |
| Admin fee / account holder | $2,399 | $4,142-42.1% | $3,082-22.2% | $10,828-77.8% |