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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 | $197,436 | $106,557+85.3% | $91,227+116.4% | $134,545+46.7% |
| Participation rate | 90.5% | 76.8%+13.7pp | 73.2%+17.3pp | 81.2%+9.2pp |
| Annual return | -17.94% | 160.81%-178.8pp | 114.14%-132.1pp | 418.37%-436.3pp |
| Employer contribution / active EE | $7,749 | $3,332+132.6% | $2,851+171.8% | $4,742+63.4% |
| Participant deferral / active EE | $12,146 | $4,719+157.4% | $4,234+186.9% | $6,401+89.7% |
| Admin fee / account holder | $362 | $6,235-94.2% | $5,423-93.3% | $11,431-96.8% |