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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 | $99,371 | $91,536+8.6% | $130,062-23.6% | $75,177+32.2% |
| Participation rate | 89.8% | 71.5%+18.4pp | 78.5%+11.3pp | 67.2%+22.6pp |
| Annual return | 13.68% | -631.62%+645.3pp | -137.37%+151.0pp | 160.75%-147.1pp |
| Employer contribution / active EE | $6,670 | $2,845+134.5% | $4,322+54.3% | $2,671+149.7% |
| Participant deferral / active EE | $3,069 | $4,343-29.3% | $5,821-47.3% | $4,126-25.6% |
| Admin fee / account holder | $2,106 | $6,780-68.9% | $10,601-80.1% | $5,651-62.7% |