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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 | $157,025 | $93,117+68.6% | $77,096+103.7% | $134,532+16.7% |
| Participation rate | 93.3% | 74.5%+18.8pp | 67.9%+25.4pp | 81.2%+12.1pp |
| Annual return | -19.02% | 62.67%-81.7pp | 42.35%-61.4pp | 418.27%-437.3pp |
| Employer contribution / active EE | $11,059 | $3,420+223.3% | $2,814+293.0% | $4,741+133.3% |
| Participant deferral / active EE | $8,892 | $5,241+69.7% | $4,429+100.8% | $6,401+38.9% |
| Admin fee / account holder | $10,202 | $6,948+46.8% | $5,428+87.9% | $11,429-10.7% |