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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 | $195,976 | $93,117+110.5% | $77,096+154.2% | $134,532+45.7% |
| Participation rate | 95.0% | 74.5%+20.5pp | 67.9%+27.1pp | 81.2%+13.8pp |
| Annual return | -18.37% | 62.67%-81.0pp | 42.35%-60.7pp | 418.27%-436.6pp |
| Employer contribution / active EE | $11,653 | $3,420+240.7% | $2,814+314.1% | $4,741+145.8% |
| Participant deferral / active EE | $17,085 | $5,241+226.0% | $4,429+285.7% | $6,401+166.9% |
| Admin fee / account holder | $1,366 | $6,948-80.3% | $5,428-74.8% | $11,429-88.0% |