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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 | $129,742 | $92,743+39.9% | $82,744+56.8% | $134,532-3.6% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -17.52% | 946.63%-964.2pp | 702.22%-719.7pp | 418.27%-435.8pp |
| Employer contribution / active EE | $1,764 | $3,273-46.1% | $3,008-41.4% | $4,741-62.8% |
| Participant deferral / active EE | $4,113 | $4,802-14.3% | $4,395-6.4% | $6,401-35.7% |
| Admin fee / account holder | $10,961 | $5,977+83.4% | $5,325+105.8% | $11,429-4.1% |