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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 | $128,877 | $133,981-3.8% | $112,249+14.8% | $134,532-4.2% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -19.13% | 47.16%-66.3pp | 27.48%-46.6pp | 418.27%-437.4pp |
| Employer contribution / active EE | $12,909 | $4,040+219.6% | $3,636+255.0% | $4,741+172.3% |
| Participant deferral / active EE | $6,361 | $5,292+20.2% | $4,729+34.5% | $6,401-0.6% |
| Admin fee / account holder | $2,074 | $7,492-72.3% | $6,412-67.7% | $11,429-81.9% |