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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 | $98,856 | $67,396+46.7% | $60,919+62.3% | $134,545-26.5% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.1%+15.8pp | 81.2%+7.7pp |
| Annual return | -17.59% | 50.12%-67.7pp | 16.96%-34.6pp | 418.37%-436.0pp |
| Employer contribution / active EE | $5,413 | $3,101+74.6% | $2,704+100.2% | $4,742+14.2% |
| Participant deferral / active EE | $4,439 | $4,534-2.1% | $3,814+16.4% | $6,401-30.7% |
| Admin fee / account holder | $2,067 | $4,590-55.0% | $3,228-36.0% | $11,431-81.9% |