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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 | $161,203 | $106,549+51.3% | $91,225+76.7% | $134,509+19.8% |
| Participation rate | 83.3% | 76.8%+6.5pp | 73.2%+10.1pp | 81.2%+2.1pp |
| Annual return | -16.06% | 160.73%-176.8pp | 114.10%-130.2pp | 418.13%-434.2pp |
| Employer contribution / active EE | $2,110 | $3,331-36.7% | $2,851-26.0% | $4,741-55.5% |
| Participant deferral / active EE | $7,534 | $4,719+59.6% | $4,234+77.9% | $6,400+17.7% |
| Admin fee / account holder | $17,469 | $6,234+180.2% | $5,422+222.2% | $11,427+52.9% |