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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 | $149,204 | $106,549+40.0% | $91,225+63.6% | $134,509+10.9% |
| Participation rate | 90.5% | 76.8%+13.7pp | 73.2%+17.3pp | 81.2%+9.2pp |
| Annual return | -19.83% | 160.73%-180.6pp | 114.10%-133.9pp | 418.13%-438.0pp |
| Employer contribution / active EE | $3,764 | $3,331+13.0% | $2,851+32.0% | $4,741-20.6% |
| Participant deferral / active EE | $6,352 | $4,719+34.6% | $4,234+50.0% | $6,400-0.7% |
| Admin fee / account holder | $2,262 | $6,234-63.7% | $5,422-58.3% | $11,427-80.2% |