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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 | $128,221 | $93,124+37.7% | $77,100+66.3% | $134,545-4.7% |
| Participation rate | 87.5% | 74.5%+13.0pp | 67.9%+19.6pp | 81.2%+6.3pp |
| Annual return | -18.13% | 62.68%-80.8pp | 42.35%-60.5pp | 418.37%-436.5pp |
| Employer contribution / active EE | $6,039 | $3,421+76.5% | $2,815+114.6% | $4,742+27.4% |
| Participant deferral / active EE | $1,706 | $5,242-67.5% | $4,430-61.5% | $6,401-73.3% |
| Admin fee / account holder | $855 | $6,970-87.7% | $5,443-84.3% | $11,431-92.5% |