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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 | $102,129 | $67,372+51.6% | $60,906+67.7% | $134,532-24.1% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.1%+6.9pp | 81.2%-1.2pp |
| Annual return | -11.62% | 50.05%-61.7pp | 16.94%-28.6pp | 418.27%-429.9pp |
| Employer contribution / active EE | $3,897 | $3,099+25.7% | $2,703+44.2% | $4,741-17.8% |
| Participant deferral / active EE | $3,897 | $4,532-14.0% | $3,814+2.2% | $6,401-39.1% |
| Admin fee / account holder | $8,605 | $4,588+87.6% | $3,227+166.7% | $11,429-24.7% |