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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 | $118,105 | $92,743+27.3% | $82,744+42.7% | $134,532-12.2% |
| Participation rate | 82.4% | 75.2%+7.2pp | 72.6%+9.8pp | 81.2%+1.1pp |
| Annual return | -19.14% | 946.63%-965.8pp | 702.22%-721.4pp | 418.27%-437.4pp |
| Employer contribution / active EE | $2,301 | $3,273-29.7% | $3,008-23.5% | $4,741-51.5% |
| Participant deferral / active EE | $4,242 | $4,802-11.6% | $4,395-3.5% | $6,401-33.7% |
| Admin fee / account holder | $1,496 | $5,977-75.0% | $5,325-71.9% | $11,429-86.9% |