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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 | $63,475 | $67,396-5.8% | $60,919+4.2% | $134,545-52.8% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.1%+16.9pp | 81.2%+8.8pp |
| Annual return | -13.85% | 50.12%-64.0pp | 16.96%-30.8pp | 418.37%-432.2pp |
| Employer contribution / active EE | $3,474 | $3,101+12.0% | $2,704+28.5% | $4,742-26.7% |
| Participant deferral / active EE | $9,712 | $4,534+114.2% | $3,814+154.6% | $6,401+51.7% |
| Admin fee / account holder | $10,577 | $4,590+130.4% | $3,228+227.7% | $11,431-7.5% |