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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 | $107,203 | $106,551+0.6% | $91,225+17.5% | $134,532-20.3% |
| Participation rate | 72.7% | 76.8%-4.1pp | 73.2%-0.5pp | 81.2%-8.5pp |
| Annual return | -13.77% | 160.78%-174.5pp | 114.12%-127.9pp | 418.27%-432.0pp |
| Employer contribution / active EE | $6,008 | $3,331+80.3% | $2,851+110.7% | $4,741+26.7% |
| Participant deferral / active EE | $5,412 | $4,718+14.7% | $4,233+27.8% | $6,401-15.4% |
| Admin fee / account holder | $10,798 | $6,234+73.2% | $5,422+99.1% | $11,429-5.5% |