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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 | $151,903 | $106,557+42.6% | $91,227+66.5% | $134,545+12.9% |
| Participation rate | 94.1% | 76.8%+17.3pp | 73.2%+20.9pp | 81.2%+12.9pp |
| Annual return | -13.70% | 160.81%-174.5pp | 114.14%-127.8pp | 418.37%-432.1pp |
| Employer contribution / active EE | $2,563 | $3,332-23.1% | $2,851-10.1% | $4,742-45.9% |
| Participant deferral / active EE | $5,760 | $4,719+22.1% | $4,234+36.1% | $6,401-10.0% |
| Admin fee / account holder | $5,659 | $6,235-9.2% | $5,423+4.4% | $11,431-50.5% |