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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 | $106,557+40.0% | $91,227+63.6% | $134,545+10.9% |
| Participation rate | 90.5% | 76.8%+13.7pp | 73.2%+17.3pp | 81.2%+9.2pp |
| Annual return | -19.83% | 160.81%-180.6pp | 114.14%-134.0pp | 418.37%-438.2pp |
| Employer contribution / active EE | $3,764 | $3,332+13.0% | $2,851+32.0% | $4,742-20.6% |
| Participant deferral / active EE | $6,352 | $4,719+34.6% | $4,234+50.0% | $6,401-0.8% |
| Admin fee / account holder | $2,262 | $6,235-63.7% | $5,423-58.3% | $11,431-80.2% |