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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 | $81,500 | $67,372+21.0% | $60,906+33.8% | $134,532-39.4% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.1%+15.8pp | 81.2%+7.7pp |
| Annual return | -15.99% | 50.05%-66.0pp | 16.94%-32.9pp | 418.27%-434.3pp |
| Employer contribution / active EE | $8,941 | $3,099+188.5% | $2,703+230.8% | $4,741+88.6% |
| Participant deferral / active EE | $11,371 | $4,532+150.9% | $3,814+198.1% | $6,401+77.6% |
| Admin fee / account holder | $1,202 | $4,588-73.8% | $3,227-62.8% | $11,429-89.5% |