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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 | $119,333 | $88,585+34.7% | $69,884+70.8% | $134,532-11.3% |
| Participation rate | 90.9% | 74.9%+16.0pp | 70.5%+20.4pp | 81.2%+9.7pp |
| Annual return | -16.16% | 442.80%-459.0pp | 190.81%-207.0pp | 418.27%-434.4pp |
| Employer contribution / active EE | $7,220 | $3,235+123.2% | $2,560+182.0% | $4,741+52.3% |
| Participant deferral / active EE | $5,269 | $4,770+10.5% | $3,848+36.9% | $6,401-17.7% |
| Admin fee / account holder | $5,397 | $10,441-48.3% | $6,266-13.9% | $11,429-52.8% |