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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 | $131,357 | $67,396+94.9% | $60,919+115.6% | $134,545-2.4% |
| Participation rate | 95.8% | 76.2%+19.6pp | 73.1%+22.7pp | 81.2%+14.6pp |
| Annual return | -12.98% | 50.12%-63.1pp | 16.96%-29.9pp | 418.37%-431.4pp |
| Employer contribution / active EE | $9,890 | $3,101+218.9% | $2,704+265.8% | $4,742+108.6% |
| Participant deferral / active EE | $4,370 | $4,534-3.6% | $3,814+14.6% | $6,401-31.7% |
| Admin fee / account holder | $432 | $4,590-90.6% | $3,228-86.6% | $11,431-96.2% |