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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 | $110,994 | $106,557+4.2% | $91,227+21.7% | $134,545-17.5% |
| Participation rate | 81.8% | 76.8%+5.0pp | 73.2%+8.6pp | 81.2%+0.6pp |
| Annual return | -15.27% | 160.81%-176.1pp | 114.14%-129.4pp | 418.37%-433.6pp |
| Employer contribution / active EE | $5,982 | $3,332+79.5% | $2,851+109.8% | $4,742+26.2% |
| Participant deferral / active EE | $4,292 | $4,719-9.0% | $4,234+1.4% | $6,401-32.9% |
| Admin fee / account holder | $58,307 | $6,235+835.1% | $5,423+975.2% | $11,431+410.1% |