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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 | $198,345 | $138,076+43.6% | $123,553+60.5% | $135,380+46.5% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -6.83% | 153.70%-160.5pp | 119.21%-126.0pp | 519.81%-526.6pp |
| Employer contribution / active EE | $11,667 | $5,152+126.5% | $4,628+152.1% | $4,779+144.1% |
| Participant deferral / active EE | $6,111 | $6,800-10.1% | $6,426-4.9% | $5,609+9.0% |
| Admin fee / account holder | $3,452 | $10,917-68.4% | $9,284-62.8% | $10,828-68.1% |