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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 | $93,098 | $67,372+38.2% | $60,906+52.9% | $134,532-30.8% |
| Participation rate | 94.1% | 76.2%+17.9pp | 73.1%+21.0pp | 81.2%+12.9pp |
| Annual return | -10.27% | 50.05%-60.3pp | 16.94%-27.2pp | 418.27%-428.5pp |
| Employer contribution / active EE | $5,820 | $3,099+87.8% | $2,703+115.3% | $4,741+22.8% |
| Participant deferral / active EE | $3,418 | $4,532-24.6% | $3,814-10.4% | $6,401-46.6% |
| Admin fee / account holder | $17,161 | $4,588+274.0% | $3,227+431.8% | $11,429+50.2% |