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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 | $79,300 | $67,372+17.7% | $60,906+30.2% | $134,532-41.1% |
| Participation rate | 83.3% | 76.2%+7.2pp | 73.1%+10.2pp | 81.2%+2.1pp |
| Annual return | -10.42% | 50.05%-60.5pp | 16.94%-27.4pp | 418.27%-428.7pp |
| Employer contribution / active EE | $8,642 | $3,099+178.8% | $2,703+219.7% | $4,741+82.3% |
| Participant deferral / active EE | $0 | $4,532-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,565 | $4,588-65.9% | $3,227-51.5% | $11,429-86.3% |