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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 | $134,548 | $197,819-32.0% | $155,789-13.6% | $125,389+7.3% |
| Participation rate | 90.0% | 82.1%+7.9pp | 76.1%+13.9pp | 83.2%+6.8pp |
| Annual return | -2.56% | 86.73%-89.3pp | 71.54%-74.1pp | 282.24%-284.8pp |
| Employer contribution / active EE | $8,602 | $4,850+77.3% | $3,839+124.1% | $4,866+76.8% |
| Participant deferral / active EE | $6,186 | $5,631+9.8% | $4,798+28.9% | $5,352+15.6% |
| Admin fee / account holder | $13,342 | $9,544+39.8% | $7,477+78.4% | $9,541+39.8% |