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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 | $157,543 | $106,551+47.9% | $91,225+72.7% | $134,532+17.1% |
| Participation rate | 95.0% | 76.8%+18.2pp | 73.2%+21.8pp | 81.2%+13.8pp |
| Annual return | -17.42% | 160.78%-178.2pp | 114.12%-131.5pp | 418.27%-435.7pp |
| Employer contribution / active EE | $3,671 | $3,331+10.2% | $2,851+28.8% | $4,741-22.6% |
| Participant deferral / active EE | $3,908 | $4,718-17.2% | $4,233-7.7% | $6,401-38.9% |
| Admin fee / account holder | $8,940 | $6,234+43.4% | $5,422+64.9% | $11,429-21.8% |