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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 | $137,254 | $93,117+47.4% | $77,096+78.0% | $134,532+2.0% |
| Participation rate | 89.5% | 74.5%+15.0pp | 67.9%+21.6pp | 81.2%+8.2pp |
| Annual return | -15.94% | 62.67%-78.6pp | 42.35%-58.3pp | 418.27%-434.2pp |
| Employer contribution / active EE | $2,640 | $3,420-22.8% | $2,814-6.2% | $4,741-44.3% |
| Participant deferral / active EE | $5,573 | $5,241+6.3% | $4,429+25.8% | $6,401-12.9% |
| Admin fee / account holder | $4,451 | $6,948-35.9% | $5,428-18.0% | $11,429-61.1% |