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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 | $187,645 | $90,607+107.1% | $79,467+136.1% | $135,380+38.6% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -6.79% | 977.74%-984.5pp | 718.30%-725.1pp | 519.81%-526.6pp |
| Employer contribution / active EE | $1,898 | $3,068-38.1% | $2,800-32.2% | $4,779-60.3% |
| Participant deferral / active EE | $4,625 | $4,050+14.2% | $3,704+24.9% | $5,609-17.5% |
| Admin fee / account holder | $1,897 | $5,895-67.8% | $5,104-62.8% | $10,828-82.5% |