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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 | $222,477 | $106,548+108.8% | $91,219+143.9% | $134,493+65.4% |
| Participation rate | 85.0% | 76.8%+8.2pp | 73.2%+11.8pp | 81.2%+3.8pp |
| Annual return | -10.83% | 160.69%-171.5pp | 114.06%-124.9pp | 418.01%-428.8pp |
| Employer contribution / active EE | $1,659 | $3,331-50.2% | $2,851-41.8% | $4,740-65.0% |
| Participant deferral / active EE | $3,665 | $4,719-22.3% | $4,234-13.4% | $6,400-42.7% |
| Admin fee / account holder | $69,927 | $6,233+1021.9% | $5,421+1189.9% | $11,425+512.1% |