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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 | $116,452 | $93,124+25.1% | $77,100+51.0% | $134,545-13.4% |
| Participation rate | 83.3% | 74.5%+8.8pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | -8.02% | 62.68%-70.7pp | 42.35%-50.4pp | 418.37%-426.4pp |
| Employer contribution / active EE | $1,258 | $3,421-63.2% | $2,815-55.3% | $4,742-73.5% |
| Participant deferral / active EE | $6,270 | $5,242+19.6% | $4,430+41.5% | $6,401-2.1% |
| Admin fee / account holder | $116,933 | $6,970+1577.7% | $5,443+2048.2% | $11,431+923.0% |