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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 | $122,937 | $90,607+35.7% | $79,467+54.7% | $135,380-9.2% |
| Participation rate | 89.5% | 76.0%+13.4pp | 73.3%+16.1pp | 82.6%+6.8pp |
| Annual return | -4.82% | 977.74%-982.6pp | 718.30%-723.1pp | 519.81%-524.6pp |
| Employer contribution / active EE | $1,194 | $3,068-61.1% | $2,800-57.4% | $4,779-75.0% |
| Participant deferral / active EE | $4,288 | $4,050+5.9% | $3,704+15.8% | $5,609-23.6% |
| Admin fee / account holder | $3,253 | $5,895-44.8% | $5,104-36.3% | $10,828-70.0% |